Customer Professional II
Core
Serve as a point of contact for customers and advisors to resolve service issues, process routine transactions, and provide accurate solutions via phone and digital systems.
Role type
Customer Service Representative (Financial Services)
Builds
Routine transaction resolutions and service request processing for individual, small business, and institutional clients
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
troubleshooting, root cause analysis, policy explanation, system data entry, multi-priority management
Preferred skills
previous customer service experience
Technologies
internal computer applications, web-based forms, paper forms
Responsibilities
Serve as point of contact for customers regarding service issues; assist in troubleshooting issues and enter service requests into systems; respond directly to information requests initiated by customers; service customers via high-volume in-bound phone queue to provide immediate solutions to routine requests
Seniority
Entry-level, 0-1 year experience