Financial Service Professional
North Carolina, United States of America
Full Time
1 week ago
$23 - $38 USD
Visa Sponsor
Key skills
CommunicationCritical Thinking
About this role
Role Overview
- Provide exceptional service to our advisors and their investors
- Handle 25–30 inbound and outbound contacts daily
- Resolve issues in real-time, support financial transactions, and ensure client satisfaction
- Support firm-wide remediation efforts by proactively engaging clients
- Maintain accurate and up-to-date records by managing assigned worklists
- Collaborate closely with internal teams, advisors, and business partners
Requirements
- Bachelor’s degree or equivalent education and experience
- Experience in a client-facing, service-oriented role
- Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday
- Strong problem-solving and critical thinking skills
- Attention to detail and ability to navigate multiple systems
- Exceptional verbal and written communication skills
- Initiative-taking attitude with a strong sense of ownership
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- comprehensive training program