Account Management Representative
3 days ago
About the Role
We are hiring a Customer Service Specialist II to support our Retirement Services team at Tailored Management. As a key member of our team, you will be responsible for delivering exceptional customer experiences through accurate and timely issue resolution.
Responsibilities:
- Manage customer inquiries regarding IRA and brokerage accounts, ensuring all concerns are addressed promptly and professionally.
- Utilize strong communication and problem-solving skills to navigate complex issues and provide resolutions with high accuracy.
- Maintain accurate records and manage call-related data efficiently, adhering to company standards.
Requirements:
- 3-5 years of relevant customer service experience.
- Strong technical skills, including proficiency in Windows, iOS, and Microsoft tools.
- Ability to work in a fast-paced environment, adapting to changing priorities and demands.
Compensation and Benefits:
The estimated annual salary for this position is $47,440, based on a weekly pay of $22.86/hr and a 40-hour workweek. In addition to competitive compensation, we offer optional benefits, including access to health insurance.
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