Job Description
- Handle inbound calls from advisors and internal partners, providing operational and service support.
- Process routine account and transaction requests in line with established procedures and SLAs.
- Update and maintain account data across internal systems with a focus on accuracy.
- Identify and escalate exceptions, discrepancies, or risk-related issues as appropriate.
- Deliver a consistent service-oriented experience across all interactions.
- Handle sensitive information with discretion and confidentiality.
- Collaborate with internal teams and participate in training and team meetings.
- Follow established procedures and adapt to process changes as required.
Numbers & Facts
| Location | St Petersburg, FL |
Skills
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Procedure Developmentunmatched
Riskunmatched
Service Deliveryunmatched
Service Level Agreement (SLA)unmatched
Team Playerunmatched
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