Job Description
Pay Rate: $19-22/hr on w2
Top Skills Sought:
- Exceptional attention to detail
- Dependable and service-oriented mindset
- Self-motivated with the ability to work independently
- Proven ability to thrive in a fast-paced environment
Qualifications:
- 1–2 years of experience in financial services and/or customer service
- Bachelor’s degree preferred (4-year college degree)
- Strong interest in long-term career growth and professional development
Key Responsibilities:
- Engage internal clients through both inbound and outbound phone communications
- Serve as the primary point of contact, providing ongoing support throughout the account opening process and full account lifecycle
- Deliver consistent, world-class service to internal stakeholders
- Build and maintain strong relationships while offering solutions aligned with internal policies and procedures
- Identify, address, and resolve issues in a timely and effective manner
- Demonstrate adaptability and maintain high performance in a fast-paced, evolving environment