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Financial Advisor

2 months ago

Phoenix, United States Employee Relations Associates Full time

Job Description:

  • Support internal and external customers in areas such as account management, operations, documentation, and technical assistance.
  • Address basic or tactical customer concerns related to products, services, billing, or transactions with limited impact.
  • Work under the guidance of managers, using sound judgment within set parameters, while gaining a deeper understanding of related policies, procedures, and compliance standards.
  • Serve as the main point of contact for customer service, liaising with internal teams to resolve issues efficiently.
  • Provide updates and insights to managers and customers to ensure problem resolution.

Required Qualifications:

  • At least 6 months of experience in Customer Service, Financial Services, or a Contact Center, or equivalent through work experience, training, military service, or education.