Call Center Representative, College Savings - CS Call Center ...

We are a leading provider of retirement and college savings services in the United States, dedicated to helping millions of Americans secure their financial future. Our team is committed to providing exceptional service and fostering a culture of integrity and collaboration. Job Description... Are you passionate about delivering exceptional service? We are seeking dedicated individuals to join our team as Customer Service Representatives. In this role, you will play a crucial part in providing top-notch support to education savings investors and plan advisors via phone and email.

Responsibilities

Productivity and Quality: Meet department standards for productivity and quality Maintain 85% daily availability for callers Ensure satisfactory call quality through thorough reviews Process financial and non-financial transactions accurately and efficiently Contribute to meeting contractual Service Level Agreements Demonstrate flexibility and teamwork, including willingness to work overtime as needed Customer Service: Provide exceptional experiences to account owners and financial advisors Exhibit strong problem-solving skills and attention to detail Communicate effectively with empathy and organization Process Improvement: Identify opportunities to enhance workflows, policies, procedures, and training Log and track calls and requests while servicing clients Foster and maintain positive client relationships Training and Job Knowledge: Actively participate in ongoing training and professional development Increase knowledge of products, plan provisions, procedures, and systems Stay informed on 529 plan news, legislative updates, and industry trends Additional Responsibilities Protect confidential data and uphold organizational values Support our I-Client service philosophy and Core Values of People Matter, Quality First, and Integrity Always® Assist with other tasks and projects as assigned

Qualifications

Bachelor's Degree preferred 1+ years of experience in client service within financial services preferred Familiarity with financial services concepts, practices, and procedures Strong analytical mindset with problem-solving, organizational, and communication skills FINRA Series 6 or 7 licenses preferred Equal Opportunity Employer Statement We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status. Employment Type: Full-Time Apply Job! For more such jobs please click here!