Non-Registered Fingerprinted Client Care Rep

Job Summary

A company is looking for a Client Care Services Representative (IWS) - Hybrid.

Key Responsibilities

• Provide personalized client experiences by answering questions and assisting with products or services in a call center environment
• Resolve inquiries and transactions for Financial Representatives and clients, including complex issues
• Educate clients on self-service capabilities and embrace new technology to enhance service delivery

Required Qualifications

• Associates degree in business or a related field, or equivalent combination of education and experience
• Minimum of 2 years of related customer service experience
• Expert knowledge of single risk product or process and advanced knowledge of multiple risk products
• Basic understanding of tax implications
• Demonstrated computer experience with proficiency in current software packages