Job Summary:The Senior Customer Support/Account Representative will engage with internal clients via inbound and outbound calls, offering support throughout the account lifecycle. This role focuses on delivering world-class service, building relationships, and providing timely solutions while adhering to internal policies and procedures.
Key Responsibilities:- Handle inbound and outbound phone calls to support internal clients.
- Provide ongoing assistance during the account opening process and throughout the account lifecycle.
- Deliver world-class service and build strong relationships with internal clients.
- Address and resolve client issues promptly and effectively.
- Adapt to a fast-paced, evolving environment.
Required Qualifications:- 1-2 years of experience in financial services or customer service.
- Attention to detail, dependability, and a strong service orientation.
- Self-starter with the ability to work in a fast-paced environment.
- Interest in career development.
Preferred Qualifications:- A four-year college degree is preferred.