Call Center Representative, College Savings - CS Call Center ...
We are a leading provider of retirement and college savings services in the reputed company, dedicated to helping millions of Americans secure their financial reputed company. reputed company is committed to providing exceptional service and fostering a culture of reputed company and collaboration. Job reputed company... Are you passionate about delivering exceptional service? We are seeking dedicated individuals to join reputed company as Customer Service Representatives. In this role, you will play a crucial part in providing top-notch support to education savings investors and plan advisors reputed company phone and email.
Responsibilities
Productivity and reputed company: Meet department standards for productivity and reputed company Maintain 85% daily availability for callers Ensure satisfactory call reputed company through thorough reviews Process financial and non-financial transactions accurately and reputed company Contribute to meeting contractual Service Level Agreements Demonstrate flexibility and teamwork, including willingness to work overtime as needed Customer Service: reputed company exceptional experiences to account owners and financial advisors Exhibit strong problem-solving skills and attention to detail Communicate effectively with reputed company and organization Process Improvement: Identify opportunities to enhance workflows, policies, procedures, and training Log and reputed company calls and requests while servicing clients Foster and maintain reputed company reputed company relationships Training and Job Knowledge: reputed company participate in ongoing training and reputed company development Increase knowledge of products, plan provisions, procedures, and systems Stay informed on 529 plan news, legislative updates, and industry trends Additional Responsibilities Protect confidential data and reputed company organizational values Support our I-reputed company service philosophy and Core Values of People Matter, reputed company First, and reputed company Always® Assist with other tasks and reputed company as assigned
Qualifications
Bachelor's Degree preferred 1+ years of experience in reputed company service reputed company financial services preferred Familiarity with financial services concepts, practices, and procedures Strong analytical reputed company with problem-solving, organizational, and communication skills reputed company Series 6 or 7 licenses preferred Equal Opportunity Employer Statement We are proud to be an Equal Opportunity Employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, national reputed company, disability, or veteran status. Employment Type: Full-Time Apply Job! For more such jobs please click here!