Customer Support Representative

Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries.

• Ability to contribute in a fast paced, team-oriented environment.
• Aptitude to multi-task and adjust quickly to change in a busy financial service center.