Life Service - Financial Service Representative

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Trips client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
• Drives the wealth transition process forward through a combination of inbound and outbound calls, document processing, and distribution processing
• Provides excellent client service to build value and identify opportunities for deepening conversations with our licensed FSAs
• Builds strong client relationships through effective communication and collaboration
• De-escalates client concerns by empathizing, taking ownership, and providing clear next steps and time frames
• Executes on client disposition instructions for both simple and complex scenarios, including multiple beneficiary scenarios

Requirements

• Delivers solutions and experiences that improve clients’ financial lives
• Applies learnings and adapts new information to identify appropriate client solutions
• Buils strong client relationships through effective communication and collaboration
• Displays a proactive and ambitious mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Demonstrates a willingness to establish a career in the financial services industry
• Strong computer application skills, including Microsoft Office

Skills

• Active Listening
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Account Management
• Client Experience
• Brand Building
• Decision Making
• Emotional Intelligence
• Result Orientation
• Adaptability
• Coaching
• Prioritization
• Referral Identification
• Written Communications

Shift

1st shift (United States of America)

Hrs Per Week

40