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:
• Proficient typing/grammar skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
• 4-year degree in related field
• Citrix, Good for enterprise, or Active Directory is a plus
• Windows 7 navigation skills
• Basic understanding of computer networking
• Monitor, speaker, mice and keyboard troubleshooting, ETC.
• Know how to use remote access tools to assist clients
• Outlook and Microsoft office troubleshooting skills
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