Customer Service Representative

1 week ago


Jacksonville, Florida, United States Catalis Regulatory & Compliance, LLC Full time
About the Role

Catalis Regulatory & Compliance, LLC is seeking a highly skilled Customer Service Representative to join our team in a call center environment. As a key member of our customer service team, you will be responsible for providing exceptional service to our prepaid and investment customers, processing transactions, and assisting with account maintenance.

Key Responsibilities
  • Answer incoming inquiries from customers and process account maintenance and financial transactions.
  • Assist potential customers with enrollment inquiries and provide information on our financial products.
  • Understand and explain complex rules and regulations of our financial plans to customers.
  • Research and respond to financial inquiries for customers, managers, and client success team members.
  • Participate in process improvements and new projects to enhance overall quality and processing efficiency.
  • Provide exceptional service to customers and clients to meet or exceed defined service level agreements (SLAs).
Requirements
  • A minimum of 2 years' customer service experience in the financial services industry, with emphasis on investment/financial account maintenance and customer service activities.
  • Excellent oral and written communication skills.
  • Attention to detail and analytical skills.
  • Customer service orientation and proficiency with Excel and Word.
  • A professional attitude and a high school diploma or equivalent.
  • A bachelor's degree in business or finance is preferred but not required.
What We Offer

Catalis Regulatory & Compliance, LLC is an equal opportunity employer and values diversity. We are committed to creating an inclusive environment for all employees. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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