Who we're looking for

About the Job

Are you a people person who’s passionate about research, problem-solving and helping others? We’re looking for people with personality,  who love making an impact with every customer interaction, for the role of Financial Customer Service Representatives for a reputable banking/investment firm. 

As a Financial Customer Service Representative, You Will...

  • Respond to day-to-day inquiries from inbound phone calls
  • Research, troubleshoot, and resolve complex issues, ensuring first call resolution
  • Assist with account inquiries in a timely manner
  • Provide guidance on accurate completion of forms and all paperwork needed for streamlined processing of requests
  • Make positive suggestions on improving and streamlining the caller experience
  • Achieve productivity standards and goals while maintaining the highest level of customer service
  • Adherence to all policies including confidentiality, attendance, etc.
  • Consistently demonstrate customer service skills (i.e. empathy, active listening & helpfulness)
  • Assist callers in a courteous, polite and professional manner at all times

As a Financial Customer Service Representative, You Have...

  • High School Diploma or equivalent required (Associate’s Degree or equivalent experience preferred)
  • Minimum of 3 years of customer service or call center experience preferred
  • Experience using Windows PC with navigating on the Internet
  • Excellent verbal and written communication, problem solving, listening and computer skills
  • Ability to work independently or in a team, take ownership, and pay attention to detail
  • Experience in successful research and resolution of customer service issues

Our client mandates thorough pre-employment background checks and a drug screening.

About 24-7 Intouch
24-7 Intouch is a global customer care and technology company. With over 20 years of experience, 18,000+ team members, and campuses around the globe, we’re obsessed with providing remarkable customer experiences for the world’s most innovative brands.

For more on our culture, follow the link to Our Story - https://vimeo.com/177119191


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