Client Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven and committed to World-Class Service.
We are seeking candidates with strong communication skills, as they will be directly interacting with clients on a daily basis – must be professional!
Financial Services experience is a plus!