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in Tampa, FL
Customer Service
•30 days ago
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.