Customer Service Representative

Job Title

Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners. Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed. Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions. Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards. Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.

Requirements

Education: High school or GED 0-to-1-year relevant experience required Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience Excellent customer service skills Strong written and verbal communication skills High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner Ability to navigate multiple systems and resources on a phone call with ease Demonstrated ability managing multiple priorities in a fast-paced environment Demonstrated skill troubleshooting, identifying, and resolving root cause issues

Preferred Qualifications

Previous customer service experience Product-specific or financial services industry experience Desire to obtain a permanent position through demonstration of high-quality performance