Customer Service Representative

Your role:

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Customer Service Representative to:

• answer inbound calls/chats in a multi-channel environment from our internal clients at the branches

• educate clients on account services and capabilities

• have basic computer troubleshooting skills for tier 1 support and document and ticket calls

• 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

• have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Your team:

You’ll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you’ll play an important role in providing excellent service to our internal clients, the branches and external clients.

Your expertise:

1. proficient typing/grammar skills
2. detail oriented (nothing gets past you)
3. proficient in Microsoft Office Suite
4. basic understanding of computer networking
5. monitor, speaker, mice and keyboard troubleshooting, ETC.
6. know how to use remote access tools to assist clients
7. Outlook and Microsoft office troubleshooting skills