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
Accurate resolutions for advisor and investor inquiries
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer service, call handling, financial transactions, cross-functional collaboration, active listening, computer navigation
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 instructor-led and on-the-job training, maintain high accuracy and timeliness in solutions
Seniority
Entry-level to Junior, 1-3 years experience