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Financial Services Representative

2 months ago

New York, New York, United States Dahl Consulting Full time

Job Summary: We are seeking a highly skilled Financial Services Associate to join our team at Dahl Consulting. As a Financial Services Associate, you will be responsible for delivering exceptional service to our clients and building strong relationships with them.

Key Responsibilities:

  • Handle complex and escalated issues from financial professionals and customers
  • Provide support to our clients with the navigation and use of various systems
  • Maintain minimum call handling requirements and quality review scores
  • Utilize CRM tool to accurately record each call
  • Work to assist callers without requiring outside assistance

Requirements:

  • High school diploma or GED
  • 1+ years of call center experience
  • Proficiency in Microsoft Office tools
  • Strong customer service, communication, interpersonal, and problem solving skills
  • Understanding of financial services industry preferred

About Dahl Consulting: We are a dynamic organization that partners with leading companies in the financial services industry to connect great candidates with local employment opportunities.