Customer Service Specialist - Financial Services

About the role

This role is crucial for building trust and confidence with customers and strategic partners through exceptional customer service. It involves collaborating with various teams to exceed customer expectations and drive company growth.

Responsibilities

• Build trust and confidence with customers and strategic partners through accurate and empathetic service.
• Create opportunities to strengthen relationships and build customer loyalty.
• Work across various teams to resolve customer inquiries efficiently.
• Maintain detailed electronic records and document all actions taken.
• Ensure adherence to strict financial industry rules and regulations.
• Continuously learn and update knowledge of financial product information and internal processes.

Requirements

• Proven ability to take full ownership of customer issues and escalate problems when necessary.
• A consistently positive demeanor with the flexibility to adapt to changes and new approaches.
• A proactive mindset toward professional growth, asking thoughtful questions and investigating errors to prevent recurrence.
• The ability to thrive in a culture of ongoing coaching and constructive feedback, using input to continuously improve customer experience.
• Strong collaboration skills and a dependable work ethic.
• A commitment to aligning daily actions with the organization's Vision, Mission, and Values.

Qualifications

• 3 years customer service experience in a call center is preferred.
• An associates or bachelor's degree in a related field is preferred or equivalent years of customer service experience.

Skills

• Excellent communication and interpersonal skills.
• Ability to handle multiple tasks and prioritize effectively.
• Knowledge of annuities, investments, and financial regulations.
• Proficiency in various computer systems and online resources.

Benefits

• Comprehensive benefits including medical, dental, vision, generous 401K match, and paid time off.
• Hybrid schedule with 2 days in-office after completing training period.