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Customer Support Specialist

3 months ago

Des Peres, United States Nextgen information services Full time
Job DescriptionJob Description

Duties: The Sr. Service Support Specialist assists with the development and growth of business through engaging and utilizing the full capabilities of the firm, and provides thorough solutions and alternatives in response to incoming telephone calls and written correspondence from Clients, Financial Advisors, Branch Office Administrators, and/or internal associates. Service is delivered that is accurate, complete, and timely while partnering with the firm to make it easy for our branches and clients to do business with us.

 

Responsibility Summary/Job Description

Responsible as a phone service representative, spending a great deal of time answering phone calls

  • Answer incoming requests related to branch expenses 
  • Work in partnership with team members to provide support as needed
  • Provide branch associates with information, friendly support and reliable solutions
  • Respond to branch associates while meeting call quality and efficiency expectations.
  • Participate in monthly department meetings and periodic training sessions

 

Project Details

(What makes this opportunity desirable?  Share 3-5 highlights.  How would you sell it to a candidate?)

·         Opportunity to educate callers on expenses and P&L

·         Resolve issues related to policy changes

·         Fast-paced environment

 

Required Qualifications

(What is required for this role?  Specific technical skills, years of experience, etc.)

  • Ability to leverage different technology systems.
  • Financial services background
  • Ability to have difficult conversations
  • Ability to explain complex information effectively

 

Preferred Qualifications

(What skills are desired but not required for the role?)

  • Strong learning agility
  • Contact Center Experience
  • Accounting Experience as it relates to profit and loss statements (non-CPA)