Customer Account Representative
2 days ago
About the Role
We are seeking a highly skilled and motivated Account Associate to join our team at Equiniti. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and driving sales growth.
Key Responsibilities
- Communicate with customers via phone and email to discuss at-risk accounts and provide solutions to recover and update accounts.
- Explain the process of recovering and updating at-risk accounts and the services Equiniti provides throughout the reunification process.
- Manage a high volume of inbound and outbound calls, prioritizing and resolving customer issues efficiently.
- Work closely with internal teams to resolve complex customer issues and provide exceptional service.
- Meet productivity and quality standards in a metrics-driven environment.
Requirements
- High School diploma or equivalent.
- BA/BS degree preferred.
- 2+ years of experience in financial services and/or securities industry.
- Experience in customer service and/or inside sales strongly preferred.
- Experience with guidelines of financial institutions related to distribution of assets strongly preferred.
Skills and Abilities
- Excellent verbal and written communication skills.
- Ability to analyze complex situations and data.
- Ability to work independently or as a team member with minimal supervision.
Compensation: $20.00 - $22.00 hourly
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