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about 2 months ago
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Requirements and responsibilities
About the jobYou have customer service experience in any industry and enjoy talking to people over the phone. You’re a tech-savvy problem solver who can research and resolve customer questions quickly while working across multiple systems throughout the day. You’ve taken on challenging customer interactions with patience, empathy, and composure—knowing when to take ownership and when to escalate client concerns. You’re open to working overtime hours, as needed.Training & work setupWorking from home the first 7 weeks of training, then coming into the office 2 days a month thereafter.Your roleAs one of our Client Services Representatives, you’ll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues. You’ll help callers feel comfortable and supported while they’re making significant financial decisions. You’ll relay complex, ever-changing information about mutual funds and financial service regulations. You’ll build trust in these interactions by learning new concepts and researching information in real-time to provide solutions.What you needYou don’t need any previous experience or knowledge in investment management to thrive in this job. We’ll teach you everything you need to know.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)