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You will be a Customer Service Associate and part of the team that leads the inbound/ outbound calls/case handling for a wealth management company and solve the customers’ requests. You will be responsible for updating client information, assisting customer during fiscal period, screening all requests and sorting.

If you have contact center experience front office and back office and you’re ambitious, confident with high energy levels, then this is the position for you.

Main Responsibilities/Accountabilities

• Provide customer service online - responding to customers via email platform, identifying customer issues, conversing in a polite and professional manner, and performing outbound calls where applicable
• Apply communication “scripts” when handling different topics
• Identify customers’ needs and clarify information
• Participating fully in training sessions, skill building & professional development
• Answer incoming call center questions about their investments and securities

Profile Attributes

• Consultative, with strong listening and writing skills
• Self-driven with attention to detail and follow-through
• Ability to multitask
• Excellent communication skills: verbal, written, listening skills
• Help provide product insights and feedback from our customers to business