Customer Service Representative
Core
Support customers with inquiries or issues regarding financial products and services via phone, text, chat, video chat, and other channels in a fast-paced, high-volume environment.
Role type
Customer Service Representative (Financial Services)
Builds
Customer support interactions and digital service adoption (e.g., online statements, eSign paperwork)
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Customer service experience, risk management adherence, digital service advocacy, escalation handling
Preferred skills
Financial campaign experience, Wealth and Investment Management experience
Responsibilities
Support customers across multiple communication channels, manage risk by following policies and procedures, advocate for digital services, escalate non-routine questions
Seniority
Entry-level to Junior
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