Customer Service Representative (Level III)

Our client, a Banking company, is looking for a Customer Service Representative (Level III) for their Jacksonville, FLlocation.

Responsibilities:

• Client Account Services (CAS) primary client is Financial Advisors and Client Associates.
• CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features.
• This can include (but is not limited to) providing tutorial assistance, troubleshooting errors, and document review.

Requirements:

• Department- WMFS CAS
• Requirement of 2 or more years of customer service experience and below skills.
• Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
• Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
• Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
• Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
• Robust customer service skills and the ability to resolve and deescalate difficult situations and prevent client dissatisfaction with respect and poise
• Positive attitude that embracing coaching as an opportunity to improvement in current role
• Ability to handle confidential matters and sensitive information in a responsible manner.
• Ambitious and selfmotivating
• Customer Service Skills Required

Why Should You Apply?

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities