Financial Services Rep, Entry Level Call Center
Overview
You will own inbound call resolution for financial advisors, handling account questions and service requests at a top-tier financial firm. 5+ years of customer service experience is not required, but 1-3 years in a call center or client-facing role is essential. You will join a team of 80,000 professionals supporting 6,000+ clients, with a hybrid schedule after training. This direct-hire role offers licensing support and a clear path to growth in financial services. Expect a fast-paced environment where responsiveness and problem-solving are key.
What You'll Do8
- 1Handle a high volume of inbound calls from financial advisors, resolving account and service issues.
- 2Navigate operational processes and technology tools to answer advisor inquiries accurately.
- 3Support advisors under tight deadlines, ensuring professional and timely responses.
- 4Serve as the first point of contact, building trust and rapport with clients.
- 5Document interactions and escalate complex issues as needed.
- 6Complete 4-6 weeks of training to master financial systems and protocols.
- 7Transition to a hybrid schedule, managing calls both on-site and remotely.
- 8Meet performance metrics for call quality and customer satisfaction.
Requirements7
- 11-3 years of customer service or call center experience
- 2Interest in financial services and a career in the industry
- 3Previous banking or financial services experience is a plus
- 4SIE certification preferred, sign-on bonus available
- 5Ability to work any schedule between 5:00am and 6:00pm after training
- 6Strong communication and problem-solving skills
- 7Comfortable with technology and multitasking
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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