Financial Service Professional
Core
Inbound contact center agent supporting financial advisors and investors with inquiries ranging from balance checks to complex cross-functional transactions.
Role type
Inbound contact center agent (financial services)
Builds
Support for financial advisors and investors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
customer service, navigating multiple applications, active listening, probing questions, accurate resolution, teamwork, learning mindset
Preferred skills
call center experience, financial services industry experience, Associate's or Bachelor's degree
Responsibilities
Handle inbound calls for balance inquiries and complex financial transactions, collaborate with internal service partners to resolve caller issues, participate in structured onboarding and continuous training, assist with 25-30 call interactions per day, work within a team environment, engage in frequent check-ins with managers
Seniority
Entry-level to Junior, 1-3 years experience