Customer Service Representative, Mutual Funds

Employer Industry: Financial Services

• Salary up to $57,625
• Full-time remote position available for residents of New Hampshire, Massachusetts, and Arizona
• Comprehensive benefits package including health, dental, and retirement savings plans
• Generous paid time off program with up to 11 paid holidays and 150 hours of vacation annually
• Opportunity for career advancement and personal development within a supportive environment
• Commitment to diversity and inclusion in the workplace

• Deliver exceptional customer service to clients and financial advisors through inbound calls, email, and chat
• Handle a high volume of customer inquiries and provide proactive solutions
• Utilize advanced technology and software to accurately record customer interactions
• Build positive relationships with customers by demonstrating emotional intelligence in all interactions
• Collaborate with team members and other departments to resolve complex customer issues

• Proven experience in a fast-paced customer service environment
• Strong technical skills with the ability to navigate multiple computer systems and software applications
• Availability for a 7.5-hour shift between 8:00 am and 7:00 pm EST after training
• Commitment to providing timely and accurate responses to customer inquiries
• Ability to work effectively in a team environment while resolving issues independently

• Experience in the financial services industry
• Exceptional research skills and attention to detail
• Confidence in the ability to learn and apply information quickly
• Ability to thrive in a fast-paced, ever-changing environment
• Dedication to building customer satisfaction and loyalty

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.