Sé parte de una operación financiera en crecimiento Sueldo 15,000 Banca Digital
Core
Provide customer support and guidance on investment funds, savings, and retirement accounts via phone.
Role type
Customer service representative (financial services)
Builds
Customer support processes for investment and retirement accounts
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Customer service, phone communication, data validation, account balance inquiry, retirement account knowledge
Responsibilities
Answer customer inquiries about investment funds and retirement savings, check account balances and transaction history, assist with authorized partial withdrawals, validate and update customer data, provide ongoing support during account processes