Customer Service Representative III, Wealth Management & Banking
Overview
2+ years in fast paced client service and financial services. Own high volume inquiries for high net worth clients across banking and brokerage accounts. Collaborate with internal partners to resolve complex issues on first contact and protect client data. Join a client focused, compliance oriented team delivering accurate, timely resolutions. This role operates on an overnight shift with on-site training and ongoing in-person collaboration.
What You'll Do8
- 1Build trusted client relationships by handling high volume inquiries for banking and Merrill Lynch accounts
- 2Design clear, accurate responses at point of contact to clients and internal partners
- 3Lead accurate authentication and policy adherence to manage risk and escalate when needed
- 4Ship issue resolution by navigating multiple systems to research and resolve account concerns
- 5Drive client satisfaction through professional and respectful service during overnight shifts
- 6Own documentation and notes across systems to maintain up-to-date client records
- 7Scale effective operations supporting internal partners and external customers
- 8Deliver continuous improvement through coaching and adherence to procedures
Requirements10
- 12+ years of customer service in fast paced, high call volume environment
- 2Proficiency navigating multiple systems and screens while engaging clients and documenting notes
- 3Computer literacy with Outlook, Word, PowerPoint
- 4Strong verbal and written communication and professional client interaction
- 5Ability to de-escalate and resolve complex client situations with poise
- 6Flexibility under pressure and adaptability in a call center environment
- 7Receptiveness to coaching with a positive attitude toward continuous improvement
- 8Ability to handle confidential and sensitive information responsibly
- 9Self-motivated with reliable attendance
- 10Preferred: experience supporting wealth management, banking, or brokerage products
Salary Insight
$21k per year
Location
Required Skills
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