Specialized Client Care Services Rep
Core
Provide personalized client support and resolve semi-complex inquiries and transactions for financial products in a call center environment.
Role type
Specialized Client Care Services Representative
Builds
Client support interactions and transaction resolutions for financial services
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
problem-solving, multi-tasking, risk assessment, financial planning basics, specialized product knowledge, confidentiality adherence, system navigation
Preferred skills
continuous improvement mindset, technology adoption, de-escalation techniques
Responsibilities
Answer client questions and provide servicing options, resolve basic and intermediate level calls and transactions, research and evaluate solutions for semi-complex problems, de-escalate client experience situations, partner with Financial Representatives to meet client needs, educate clients on self-service capabilities, handle phone and transactional duties with accuracy