Financial Services Support Specialist

6 days ago


El Paso, Texas, United States Insight Global Full time

At Insight Global, we are seeking a skilled Financial Services Support Specialist to join our dynamic team in the financial services industry.

The ideal candidate will have 2 years of call center experience and 1 year of experience in the financial services sector, preferably within banking. They will possess excellent customer service skills, with a focus on de-escalation techniques. Additionally, they should be proficient in using Excel, Windows, and Outlook software.

In this role, you will handle approximately 25-30 calls per day from clients with inquiries about their IRA accounts. You will assist with general questions, guide clients through distribution processes, and facilitate transactions. Your expertise and exceptional communication skills will ensure clients receive the best possible service.

We are an equal opportunity/affirmative action employer that values diversity and inclusion. We believe everyone matters and is committed to creating a work environment where individuals can bring their authentic selves every day.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy at https://insightglobal.com/workforce-privacy-policy/.

Benefits

  • Estimated salary: $55,000 - $65,000 per year
  • A comprehensive benefits package starting on the 31st day of employment, including medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options
  • 401k retirement account access with employer matching
  • Paid sick leave and other paid time off as provided by applicable law

Job Requirements

  • 2 years call center experience
  • 1 year financial services experience within banking (preferably)
  • Desire to lead and direct clients properly
  • Experience with customer de-escalation
  • Excellent customer service skills
  • Proficiency in Excel, Windows, and Outlook software


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