Customer Service Representative

The ideal candidate will have strong experience in client service, financial operations support, and multi-application navigation and a proven ability to deliver accurate resolutions at point of call while managing risk and adhering to policy and procedures.

Responsibilities:

• Provide clients and internal partners with clear, complete, and accurate responses to inquiries at point of call.
• Deliver quality service by providing effective and efficient operations support for internal business partners, external customers, and potential clients.
• Manage risk by accurately authenticating clients, adhering to policies and procedures, and identifying and escalating potential risk.
• Navigate multiple applications and tools to interpret policies, understand products and services, research issues, and resolve client account matters.
• Demonstrate commitment to improving customers’ financial lives through professional service delivery.

Required Skills & Qualifications:

• Proficiency with call handling, case documentation, and use of multiple enterprise systems.
• Strong analytical and problem-solving skills with attention to detail and risk awareness.
• Excellent communication and teamwork abilities with a customer-focused approach.
• Experience in financial services or operations support preferred; prior client authentication and policy compliance experience beneficial.

Preferred Skills:

• Familiarity with financial transaction paperwork, account balance and activity inquiries, letters of authorization, and employee stock options.
• Experience in high-volume call center or operations environments with established SLAs.

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