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Hours Temporary
Location Tampa, FL
Tampa, Florida

About this job

We have a opening for a Customer Service.

Must be able to work various shifts per week.

Requirements

Under general supervision, uses basic knowledge and skills obtained through experience and on-the-job training to provide professional service and accurate responses to inquiries about products and services in a timely manner. Protects the Firm, Financial Advisors (FA's), and clients by enforcing necessary procedures, policies, and regulations. Essential Duties and Responsibilities: *Provides professional customer service and efficient support to internal and external customers regarding required operational and compliance processes, policies and timeframes. *Acts as a liaison between the branches and operations in all aspects involving client accounts. *Answers and responds to routine phone and email inquiries regarding account information, while escalating the most complex issues to a more experienced associate *Informs management of potential problems or status of high-risk accounts and situations. *Learns and interprets department policies, procedures and regulatory requirements. *Performs a variety of operational procedures within the department. *Performs general clerical activities, including faxing, copying and filing. *Reviews, updates, maintains, and services accounts, monitoring client account activity and/or compliance with operational processes, policies and regulatory requirements. *Keeps records of interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. *Takes ownership of issues and follows through until fully resolved *Develops and maintains constructive and cooperative working relationships. *Performs other duties and responsibilities as assigned. Knowledge of: *Principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. *Administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology. Skill in: *Interpersonal and communication skills (verbal and written) sufficient to interact with associates at all levels of the organization and convey information effectively. *Mathematical abilities sufficient to process and balance daily business transactions. *Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence. *Reasoning and problem solving to research and resolve general problems. *Servicing a high volume of calls while providing excellent customer service. Ability to: *Participate in on the job training and other learning activities to develop knowledge and understanding of regulations, services, policies, and other aspects of the role. *Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities. *Effectively gather all relevant information in order to analyze and research business issues in order to make decisions. *Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. *Provide courteous, timely service when addressing client issues and transactions. *Recognize and attend to important details. Educational/Previous Experience Requirements: *High School Diploma or equivalent *Minimum of one (1) year of customer service experience or any equivalent combination of experience, education, and/or training approved by Human Resources.