Customer Service Representative - Phones

Join a Leading Financial Services Team!Were seeking motivated and client-focused individuals to join our team as Client Relationship Associates. If youre passionate about helping others, thrive in a fast-paced environment, and are eager to build a career in the financial services industry, we want to hear from you!Training and Work Schedule:Start Date: Contractors will begin the Friday before the scheduled Monday start for equipment pickup and New Hire Orientation.Training: 25-day comprehensive training program. 100% attendance is required.Training Hours: Monday - Friday, 8:30 AM - 5:00 PM EST.Hybrid Training: Remote (Monday/Friday), On-site (Tuesday-Thursday).Post-Training:Work Hours: Monday - Friday, 9:30 AM - 6:00 PM EST (Daylight Savings Time).Hybrid Work: Remote (Monday/Friday), On-site (Tuesday-Thursday).37.5-40 hour work week.100% attendance required during the training period.Occasional overtime may be available.About Us:We are a leading financial services company committed to a client-first philosophy, high ethical standards, and a collaborative, team-oriented culture. As a Client Relationship Associate, youll play a crucial role in providing exceptional service and building lasting relationships with our valued investors.What Youll Do:As a Client Relationship Associate, youll be the primary point of contact for our clients, providing expert assistance and guidance via phone. Youll:Answer inbound calls and address investor inquiries related to accounts, transactions, and financial products.Become a subject matter expert through comprehensive paid training.Utilize virtual technology to build rapport and understand client needs.Process monetary and administrative transactions accurately and efficiently.Document client feedback and contribute to process improvement initiatives.Position relevant products and services using a consultative approach.Develop a strong understanding of funds, products, and services, and of the overall Financial Services industry.What Were Looking For:Strong communication and relationship management skills.Aptitude for learning new software technologies.Ability to explain complex information clearly and concisely.Team-oriented mindset with a commitment to helping others.Self-motivation and a drive to succeed.Flexibility and adaptability in a fast-paced environment.Willingness to learn and grow within the financial industry.Key Responsibilities:Serve as the initial point of contact for client inquiries.Complete monetary and administrative transactions following standardized processes.Position products and services using a consultative approach.Develop knowledge of funds, products, and services.Participate in special projects as assigned.Compensation and Benefits:Pay Rate: $23/hour.Internet Stipend: $80 per month (subject to client needs and availability).Work From Home Expectations:Adherence to virtual meeting schedules.Dedicated, private workspace within your home.Internet speed test that meets this assignments expectation of 1Gbps download speed (100mbps) and at least 30 Mbps upload speed.Data protection.

Created: 2025-03-06