Job Overview
JOB DETAILS
REQUIREMENTS
- Bachelor’s degree
- Customer service experience a plus
- Excellent written communication skills and ability to compose a professional email
- Excellent verbal communication skills and knowledge of phone etiquette
- Excellent time management, organizational skills, and ability to multi-task
- Experience with Microsoft Office and comfortable using a computer
- Knowledge of VOIP phone systems a plus
- Help desk experience a plus
- Committed to lifelong learning and coachable
RESPONSIBILITIES
- Maintain a caseload of safe harbor clients
- Maintain client and advisor relationships with a high active client retention rate
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Consult with clients regarding plan operation and design
- Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
- Document all client interactions in our workflow management system
- Perform work according to Nova policies and procedures
- Complete assigned training
- Work towards obtaining an industry designation
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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Employer : Aqua Digital Rising
