Customer Service Representative

Client Account Services (CAS) primary client is Financial Advisors and Client Associates. CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features. This can include (but is not limited to) providing tutorial assistance, troubleshooting errors, and document review. Training Schedule Monday through Friday, 9:00 AM – 5:30 PM EST Will follow the schedule selected at offer time, once training is completed. Must be able to work in a virtual setting on site during training. Recommended to not have time off during the training period. 16 hours within the first 90 days allotted. Available Shifts Monday – Friday Start ETEnd ET

8:25 AM - 4:55 PM

9:00 AM - 5:30 PM

9:30 AM - 6:00 PM

10:00 AM - 6:30 PM

Required Skills & Qualifications Requirement of 2 or more years of customer service experience and below skills. Attendance is a must in this role. Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information. Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a requirement . Ability to demonstrate flexibility and work well under pressure in a fast-paced, high call volume, and constantly changing call center environment. Strong communication skills, great grammar, and the ability to communicate with management, peers, and clients. Robust customer service skills and the ability to resolve and de‑escalate difficult situations and prevent client dissatisfaction with respect and poise. Positive attitude that embraces coaching as an opportunity for improvement in current role. Ability to handle confidential matters and sensitive information in a responsible manner. Ambitious and self‑motivating. Candidate Expectations Cell phones: Manager will discuss designated locations for calls and times calls can happen. Dress code: Professional business casual attire is required on interviews as well. Attendance: Utilizing the proper call‑out duty line, communicating with direct supervisor and vendor, and showing up for training/work daily. Punctuality: 16 hours within the first 90 days allotted. Training: Must be able to work in a virtual setting on site during training. Please do not bring personal items such as blankets. Customer Service Skills Required Strong customer service and communication skills. Ability to handle high‑volume calls and changing priorities. Ability to resolve and de‑escalate difficult customer situations professionally. Ability to navigate multiple screens and systems while maintaining customer engagement. Ability to accurately type relevant notes and information during customer interactions. Ability to provide tutorial assistance, troubleshoot errors, and review documents. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long‑term disability insurance, short‑term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable) #J-18808-Ljbffr Collabera