About this role
Role Overview
- Take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues
- Help callers feel comfortable and supported while making significant financial decisions
- Relay complex, ever-changing information about mutual funds and financial service regulations
- Build trust by learning new concepts and researching information in real-time to provide solutions
Requirements
- Customer service experience in any industry
- Tech-savvy problem solver
- Ability to handle challenging customer interactions with patience, empathy, and composure
- Open to working overtime hours as needed