Customer Care Representative

Job Summary

A company is looking for a Customer Care Representative to provide exceptional service to customers regarding financial products.

Key Responsibilities

• Answer calls and provide accurate information on retirement, life, and annuity investment products
• Identify customer needs and provide personalized service, coordinating with team members as necessary
• Document inquiries and follow up on outstanding items while achieving department metrics and goals

Required Qualifications

• Associate's degree in a business field or equivalent experience
• One year of call center or customer service experience, or financial services industry experience
• Ability to work independently and as part of a team
• Proficiency using MS Office tools
• Understanding of retirement, life, and annuity investment products is preferred