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Financial Services Account Associate Specialist

  • Remote
  • Specialism : Associate
  • Post Date: October 29, 2024
  • Expires In : 55 Days
  • Apply Before: January 27, 2025
  • Applications 0
  • Views 604
Job Overview

Our client currently looking for Financial Services Account Associate Specialist

What you will be doing:

  • Answer and process routine to complex customer requests and inquiries, resolves customer concerns/problems and contributes to the resolution of escalated issues by offering solutions within scope of work via inbound or outbound phone calls.
  • You will identify customer’s current and future needs to proactively enhance the customer experience.
  • Actively identify opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.
  • Communicate with customers by telephone, fax, email or letter, whichever method is most appropriate.
  • Actively promote new/existing products and services.
  • Acts as a subject matter resource to colleagues and on projects. 
  • Business process improvement activities.

What you will need:

  • Strong verbal and written English communication.
  • Ability to productively handle inbound telephone calls and meet performance goals.
  • Ability to multi-task using various systems to address customer needs.
  • Ability to work both independently and in a team environment.
  • Strong relationship building, communication, and problem-solving skills.
  • Experience working with global/other teams.
  • Detail-oriented and high regard for deadlines and deliverables. 
  • Problem Solving and customer resolution skills  
  • Strong skills in Microsoft Office applications.
  • Investment industry or financial services experience desired  
  • University Degree or equivalent experience.

 

Are you interested in this position?
 
Apply by clicking on the “Apply Now” button below!
 
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Financial Services Account Associate Specialist

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