Financial Client Care Representative (Mutual Funds/Investment/Annuity)

Financial Client Care Representative: You are a self-starter who provides answers to a variety of moderately complex financial advisors calls using well defined guidelines. You will perform multiple transactions to complete all aspects of customer inquiries within standard guidelines, and you will ensure that thorough records are maintained by documenting all actions taken to process telephone initiated requests. As a Financial Client Care Representative you will: Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products, by utilizing automated telephone systems, computer applications, training material and other applicable resources

• Ensure accurate and timely processing of all client/agent telephone-initiated requests
• Ensure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiries

Adhere to all measurable department performance standards including but not limited to the following: schedule adherence, quality, productivity, etc. Assist with department projects and initiatives as needed

• Minimum Qualifications: Bachelor degree in any course
• Knowledge of Wealth and financial products
• FINRA licenses (series 7 and 63) preferred but not required
• At least 1 year of customer service experience with a strong background in handling financial accounts
• At least 1-2 years of experience in handling mutual/investment funds; Strong communication organization and prioritization skills
• Exhibit professionalism within the workplace, while valuing and promoting team spirit
• Solid analytical and problem solving skills with the ability to cope in fast-paced, demanding environment
• Proficient computer and math skills
• Open to receiving and incorporating constructive feedback and coaching to continuously improve
• Handle stressful situations in a calm and professional manner
• Maintains punctuality and adherence to set schedule; must be willing to work flexible night shifts from Monday to Friday
• Contribute to maintain a positive, friendly and motivated environment within the team while adapting to our changing business needs
• Prescribed internet bandwidth is at least 25mbps with unlimited data
• Amenable to work on a night shift

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