Customer Service Representative
1 week ago
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).
- 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.
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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