Customer Care Associate

2 weeks ago

Fort Wayne, Indiana, United States CFA Institute Full time

Job Overview:
Financial Customer Associate

Are you seeking a fulfilling career where you can positively impact individuals' lives while primarily working remotely?

If so, consider becoming a part of our customer service team.

We are looking for dedicated individuals who have a passion for assisting others.

Join us to become a valued Financial Customer Associate.

This is a full-time role, primarily involving phone interactions, and no financial background is necessary to excel in this position.

We seek individuals who genuinely care about and can connect with others. We offer comprehensive paid training, a complete work-from-home computer setup, and all the resources required for success.

Your Impact:

- Building rapport and demonstrating empathy with clients, ensuring they feel appreciated.
- Efficiently utilizing internal tools (e.g., computer systems, online resources, and partner relationships) to provide the best solutions for clients.
- Exhibiting outstanding customer service skills with the determination to resolve issues and accurately process transactions.
- Clearly defining problems and escalating concerns when needed.
- Taking initiative to gain the expertise and knowledge necessary to effectively address customer inquiries.
- Assisting clients with professionalism while adhering to measurable business objectives.

Qualifications and Skills:

- A degree or experience in customer service is advantageous.

If you lack a degree but aspire to obtain one, we offer tuition reimbursement programs to support your educational goals.

- Strong listening and empathy skills to assist our diverse clientele.
- Excellent communication abilities (both written and verbal) to support clients through various channels (e.g., email, live chat, etc.).
- A service-oriented mindset and a commitment to being a supportive team member.
- Proficiency in personal computer use - capable of typing 40 words per minute and passing a standard English grammar assessment.
- Proactive problem-solving abilities.
- Capability to manage challenging situations and conversations through voice or digital channels.
- Employing effective questioning techniques to uncover underlying customer needs.
- Identifying necessary actions to achieve positive outcomes.

Benefits:

At our company, you can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive both professionally and personally.

Work Schedule:

Monday - Friday, 40 hours per week (Must have open availability). Overtime hours are encouraged during peak periods.

Company Overview:

We are a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures. We support companies and non-profit organizations in providing benefits to their employees. Additionally, we offer institutions and independent advisors investment and technology solutions to manage their clients' funds.

Join Us:

At our organization, you will discover endless opportunities to build a meaningful career that positively influences people's lives, including your own.

We provide flexible benefits that support you throughout your career journey, enabling you to excel at work and at home.

Recognized as a top workplace, we value honesty, integrity, and the safety of our associates and clients in a heavily regulated industry.

We welcome applicants with diverse backgrounds and experiences to apply.

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