Customer Service Associate

• Provide support to internal and external customers in account management, operations, documentation, and technical support
• review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
• receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
• act as a primary support person for the customer and internal partners supporting customer services
• provide information to managers as well as internal and external customers to resolve customer issues

6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 1+ years of financial customer service experience
• experience processing complex transactions and performing extensive research to resolve complex customer inquiries
• excellent verbal, written, and interpersonal communication skills
• ability to navigate multiple computer system windows, applications, and utilize search tools to find information
• ability to interact effectively with internal and external partners and clients/customers
• basic Microsoft Office skills
• financial product & service knowledge
• knowledge of investment terminology
• contact center experience