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Customer Service Representative (CSR) – Financial Services / Wealth Management

ICONMA

Role overview

Qualifications

  • Have basic computer troubleshooting skills
  • Excellent communication and listening skills
  • Strong problem solving and analytical skills
  • Experience – 1- 5 years of experience in call center environment, ideally in a Financial Services industry

Responsibilities

  • Answer inbound calls from internal and external clients
  • Assist with online accesses and educate clients on account services and capabilities
  • Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
  • Adhere to daily schedule by being available to take inbound calls as scheduled

Key facts

Hard skills

Other skills

  • Customer Service
  • Problem Solving
  • Analytical Skills
  • Communication
  • Active Listening
  • Detail Oriented

About the company

ICONMA logo

ICONMA

Management Consulting

We provide Professional Staffing Services & Project-Based Solutions for a broad range of Fortune 500 organizations. ICONMA is a certified Woman-Owned staffing company and was founded in 2000. ICONMA’s corporate headquarters is in Troy, Michigan, and has 15+ locations worldwide. What makes ICONMA stand out in a fiercely competitive industry? *We provide integrated, full lifecycle services across a broad range of business and technical platforms. *No single company can duplicate our full range of staffing and permanent recruiting services nationwide. *Proven track record of attracting and retaining exceedingly skilled professional workers in a highly competitive market. SERVICES OFFERED Staff Augmentation (Contract, Contract to Hire, Direct Hire, Single Source) Data Analysis Project-Based Services & Solutions Hire Train Deploy Service Model Offshore Staff Augmentation Payroll Services AREAS OF EXPERTISE - Information Technology - Engineering - Business Professional - Accounting/Finance - Admin/Clerical/Call Center - Healthcare/Clinical/Scientific - Marketing/Creative mail linkedin@iconma.com Phone (888) 451-2519 Website http://www.iconma.com

Company details

Company typeLarge
IndustryManagement Consulting
Company size1001 - 5000

Links

Website LinkedIn See all jobs

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Job description

Our Client, an IT Services and Consultant company, is looking for a Customer Service Representative (CSR) – Financial Services / Wealth Management for their Remote location.
 
Responsibilities:

  • Answer inbound calls from internal and external clients
  • Assist with online accesses and educate clients on account services and capabilities.
  • Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries. 
  • Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks.
  • Have strong organizational skills, attention to detail, and excellent follow-up skills.
  • Adhere to daily schedule by being available to take inbound calls as scheduled
  • Ensure account verification procedures are followed.
  • Escalate issues when necessary
 
Requirements:
  • Have basic computer troubleshooting skills.
  • Excellent communication and listening skills
  • Strong problem solving and analytical skills
  • Customer Centric
  • Experience – 1- 5 years of experience in call center environment, ideally in a Financial Services industry
  • EDU requirements – High school or equivalent, college degree preferred
 
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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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