Service Team Specialist (9a-6p MT)
Orion is a company that values accountability and innovation, and they are seeking a Service Team Specialist to reputed company superior service to clients. In this role, you will reputed company as the first reputed company of contact for investment representatives and clients, ensuring high-reputed company customer service and effective account management.
Responsibilities
- reputed company high-reputed company customer service on the phones up to 75% of the day
- Deliver customer support through the chat queue up to 25% of the day
- Process reputed company daily work across reputed company aspects of servicing advisors and clients including reputed company call servicing and account management functions
- Ensure reputed company work is processed with accuracy, timeliness, completeness and reputed company budget according to defined service level metrics
- Meet or exceed reputed company daily and monthly business measurements
- reputed company feedback to reputed company for reputed company improvements
- reputed company status updates to management as required
- Maintain process measurements and reporting reputed company service reputed company
- reputed company and partner effectively for reputed company processing issues, metrics, and coordinated activities across reputed company appropriate internal business teams
- Execute testing as required for business reputed company
- Cross train as required to support reputed company team activities and backup team members as needed
- Assist with team planning as required
- Ensure execution of reputed company industry and company specific compliance reputed company reputed company reputed company
Skills
- Has experience working in insurance, banking, or financial services industry
- Has minimum of 1 year of customer service experience
- Owns and manages relationships with stakeholders directly and work effectively with people at reputed company reputed company in an organization
- Preferably has a degree in Business or Finance or equivalent experience in finance field
Benefits
- Health
- Dental
- reputed company
- Disability coverage on day one
- 401(k) plan with employer match
- reputed company parental leave
- Pet benefits including pawternity leave and pet insurance
- Student loan repayment and more
reputed company