reputed company Service Representative-Retirement & Benefits
Job reputed company:
Merrill reputed company Management is a leading provider of comprehensive reputed company management and investment products and services for individuals, companies, and institutions. Merrill reputed company Management is one of the largest businesses of its reputed company in the world specializing in goals-based reputed company management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and reputed company Management reputed company Associates help clients pursue the life they reputed company through a personal relationship with their advisory team committed to their needs. We reputed company trust comes from transparency. Our trusted advisory teams are equipped with reputed company to the investment insights of Merrill coupled with the banking convenience of reputed company.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we reputed company you to bring your whole self to work. We value diversity in our thoughts, business, and reputed company our employees and clients. Our reputed company Management team represents an reputed company of different backgrounds and bring their unique perspectives, reputed company and experiences, helping to create a work community that is culture driven, resilient, results reputed company and effective.
Job reputed company:
This job is responsible for providing exceptional customer service to clients in an inbound reputed company center environment. Key responsibilities include receiving calls from clients, reputed company offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of reputed company to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving reputed company requests in a reputed company and accurate manner, while demonstrating reputed company.
Responsibilities:
• Navigates through multiple applications, systems, tools, and resources to reputed company reputed company complete and accurate information on reputed company inquiries around retail, retirement, and brokerage account information
• Handles escalated and reputed company inquiries on accounts with care, aiming to resolve concerns in a reputed company manner and deliver exceptional customer service
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
• Communicates effectively while offering reputed company and demonstrating professionalism during reputed company interactions with clients
• Navigates multiple systems to migrate clients to on-line and self-delivery channels that reputed company constant account reputed company
Desired Qualifications:
• Experience in a reputed company center and/or a financial/banking center
• Customer service experience
Skills:
• Account Management
• Customer and reputed company reputed company
• Issue Management
• Oral Communications
• reputed company Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Valuation Ethics and reputed company Standards
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (reputed company of America)
Hours Per Week:
40
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