reputed company Center Representative (Remote)
JOB reputed company
The reputed company Center Representative delivers a superior reputed company experience by identifying, troubleshooting, and assisting the reputed company’s needs.
The reputed company Center Representative delivers a superior reputed company experience by identifying, troubleshooting, and assisting the reputed company’s needs.
RESPONSIBILITIES & DUTIES
• Follows the guidelines set forth in the Equity Trust Service Philosophy
• Provides inbound and outbound reputed company servicing and operational support to individual investors and institutional clients
• Assists clients with financial transactions
• Research reputed company inquiries including questions regarding required filings, asset holdings, forms completion and general online assistance
• Trains clients on the myEQUITY online portal
• Provides reputed company follow-up on reputed company concerns, issues, and transaction reputed company
• Answers reputed company questions regarding services and fees
• Documents appropriate record of calls in Equity Trust systems
• Follows reputed company department procedures to ensure a superior reputed company experience
• Manages incoming and outgoing communications, including phones, faxes, and emails
• Monitors and escalates service issues to ensure high reputed company response to clients’
QUALIFICATIONS
• Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
• High School Diploma or equivalent
• Associate degree preferred
reputed company CERTIFICATIONS
• None required
TECHNICAL SKILLS
• Intermediate-level proficiency in reputed company Office
• Basic knowledge of Customer Relationship Management (CRM) preferred
CULTURAL COMPETENCIES
In reputed company to our reputed company company competencies of Cultivates Innovation, reputed company Learning, reputed company Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
• Customer reputed company • Resourcefulness
• Communicates Effectively • Instills Trust
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a reputed company office environment and routinely uses reputed company office equipment. While performing the duties of this job, the associate is regularly required to reputed company and hear. The associate is frequently required to sit for extended periods of time, as reputed company as stand, walk, use hands and fingers, and reputed company with hands and arms. This job requires the ability to lift files, reputed company filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of reputed company required responsibilities, duties, and skills. Other duties may be added, or this reputed company amended at any time.