Associate - Account Management

Customer Service Consultants in this role get to :

Be the Point of Contact; answer inbound calls to provide exceptional customer service to consumers. Respond to inquiries about products and services processing payments or performing general account maintenance. Up-selling customers to new products or services may be encouraged.

Qualifications :

Our most successful candidates will have :

• High school diploma or GED
• Demonstrated ability to perform at a high level to support our high volume of inbound calls
• Excellent verbal and written communication skills; proficient reading skills required
• Multi-tasking skills showcased through the use of several applications; experience working with CRM applications preferred
• Basic PC keyboarding skills; basic Microsoft Office (Outlook Word Excel) experience required
• Prior customer service experience preferred

Remote Work : No

Employment Type : Full-time

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Experience : years

Vacancy : 1