.. a variety of other investment selections that will help you reach financial Security and ultimately, financial freedom! We don't just deliver a dream for your .. you ever work with. We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary .. read more
Job Description Job Description
Job Summary
- Provides customer service and resolves issues by offering solutions, explanations and options.
General Accountabilities
- Provides customers' information about products or services, takes or enters orders, cancels accounts, or obtains details of complaints.
- Ensures full customer satisfaction and maintains a friendly, helpful demeanor.
- Identifies and prioritizes problems and issues related to service area.
- Maintains close contact with customer to give updates on progress toward resolution of issue or service request.
- Ensures that appropriate changes were made to resolve customers' problems.
- Refers unresolved customer issues to designated departments for further investigation.
- Processes applications, releases, cancellations, adjustments, changes, requests, fees, invoices and other related paperwork.
- Keeps records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- *The company reserves the right to add or change duties at any time.
Job Qualifications
- Education: High school diploma or equivalent
- Experience: 1-2 years of related experience
Skills
- Excellent verbal and written communication
- Service orientation
- Critical thinking
- Active listening
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