Handle inbound calls from advisors and internal partners, providing operational and service support. Identify and escalate exceptions, discrepancies, or risk-related issues as appropriate.
Numbers & Facts
Location
St Petersburg, FL
Description
Handle inbound calls from advisors and internal partners, providing operational and service support.
Process routine account and transaction requests in line with established procedures and SLAs.
Update and maintain account data across internal systems with a focus on accuracy.
Identify and escalate exceptions, discrepancies, or risk-related issues as appropriate.
Deliver a consistent service-oriented experience across all interactions.
Handle sensitive information with discretion and confidentiality.
Collaborate with internal teams and participate in training and team meetings.
Follow established procedures and adapt to process changes as required.