Financial Customer Service Representative jobs in United States
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Reqroute, Inc · 4 days ago

Financial Customer Service Representative

positionUnited States
timeContract
remoteRemote
seniorityEntry Level
money$17.20/hr - $17.20/hr
date1+ years exp

Reqroute, Inc is seeking a Financial Customer Service Representative to support their internal clients. The role involves answering inbound calls, educating Financial Advisors on account services, and providing superior customer service in a fast-paced environment.

Staffing & Recruiting
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Growth Opportunities

Responsibilities

Answer inbound calls from our internal clients at the branches
Educate Financial Advisors on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Qualification

Customer service experienceProficient in Microsoft OfficeProblem-solving skillsOrganizational skillsCommunication skillsAttention to detailAdaptability

Required

Excellent communication and organizational skills, attention to detail, and strong follow-up skills
Strong problem-solving skills
Flexible and adaptable to change
Proficient in Microsoft Office Suite
Windows navigation skills
Experience – 1-2 year minimum in call center environment
Excellent Communication skills
Strong organizational skills and attention to detail
Cannot be FINRA registered

Company

Reqroute, Inc

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Reqroute is a Staffing and Recruitment Marketing firm based in the heart of Silicon Valley in California.
location
California, US
people-size201-500 employees
web-link
http://www.reqroute.com/careers/

Funding

Current Stage
Growth Stage

Leadership Team

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Terrina Butler
Vice President of Strategy and Client Partnerships
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Company data provided by crunchbase