Your role:
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Customer Service Representative to:
• answer inbound calls/chats in a multi-channel environment from our internal clients at the branches
• educate clients on account services and capabilities
• have basic computer troubleshooting skills for tier 1 support and document and ticket calls
• perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
• have strong organizational skills, attention to detail, and excellent follow-up skills
• have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Your team:
You’ll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you’ll play an important role in providing excellent service to our internal clients, the branches and external clients.
Your expertise:
- proficient typing/grammar skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- basic understanding of computer networking
- monitor, speaker, mice and keyboard troubleshooting, ETC.
- know how to use remote access tools to assist clients
- Outlook and Microsoft office troubleshooting skills