Global Financial Services Representative

4 days ago


Jacksonville, Florida, United States Global Channel Management Full time

About Global Channel Management

We are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our clients in the financial services industry. Your primary goal will be to understand client needs and provide tailored solutions to meet those needs.

The ideal candidate will have 1-3 years of experience in customer service, customer support, or inside sales, with a focus on the financial or banking sector. They will possess strong communication skills, both written and verbal, and be able to effectively manage multiple priorities in a fast-paced environment. Additionally, they will have a strong work ethic, be self-motivated, and able to adapt quickly to changing situations.

In this role, you will be responsible for communicating with external and internal customers through various channels, including phone, email, and letters. You will demonstrate excellent interpersonal, written, and oral communication skills, including the ability to ask probing questions to understand concerns and overcome objections. You will also respond promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity.

This position requires the ability to work effectively both independently and as a team member. You will need to be comfortable handling high call volumes and forming strong, lasting relationships with clients over the phone. Additionally, you will need to be able to take constructive feedback and implement training concepts into your ongoing development.

Our estimated salary for this role is $45,000 - $65,000 per year, depending on experience.



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