Life Services Financial Services Representative

Role Overview

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triage client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Requirements

• Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
• Strong computer application skills, including Microsoft Office

Benefits

• Affordable, competitive and flexible benefits
• Resources and support for physical, emotional, and financial wellness
• Access to paid time off