Job description
Title: Financial Customer Service Representative
Pay: $20.35 - $22.50/hr
Location: Nashville, TN | Onsite
Start: Tentative December/January
Hours: Normal Business Hours | Monday - Friday
*Contract to Hire*
Job Description:
Answer inbound calls from our internal clients at the branches.
Supporting Financial Advisors on the products offered by Banking, i.e., mutual funds, investment accounts, etc. *
Educate clients on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have strong organizational skills, attention to detail, and excellent follow-up skills
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Your Team:
You'll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you'll play an important role in providing excellent service to our internal clients, the branches and external clients.
Your Expertise
Detail-oriented
Proficient in Microsoft Office Suite
4 year degree in related field
The top candidates have previous work experience with other wealth management and investment companies like Edward Jones, AXA Advisors, Northwestern Mutual, etc.
#CSUBS
Job Types: Full-time, Contract
Pay: $20.35 - $22.50 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Nashville, TN: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Banking: 1 year (Required)
Work Location: One location
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