Account Management Representative

3 days ago


El Paso, Texas, United States Tailored Management Full time

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:

  1. Manage customer inquiries regarding IRA and brokerage accounts, ensuring all concerns are addressed promptly and professionally.
  2. Utilize strong communication and problem-solving skills to navigate complex issues and provide resolutions with high accuracy.
  3. 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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