This role as a Customer Service Representative involves providing exceptional service to clients and acting as the first contact point for investment advisors and clients.
It requires processing servicing and account management tasks accurately and efficiently, meeting performance metrics, and supporting team improvements.
The position is hybrid, with at least three days on-site, and candidates should be within commuting distance to the office.
Preferred candidates have industry experience in insurance, banking, or financial services, a relevant degree or equivalent, and at least one year of customer service experience.
Responsibilities include maintaining compliance, executing testing, cross-training, and managing stakeholder relationships.
The role offers a salary range of $19.82 - $26.16, along with comprehensive benefits and growth opportunities within a collaborative, innovative environment.