Customer Service Representative

What you will do: Answer incoming phone and email inquiries from customers. Process account maintenance and financial transactions. Assist potential customers with enrollment inquiries. Understand and explain complex rules and regulations of each plan to customer(s).Research and respond to financial inquiries for customers, managers, and client Success Team members. Periodically have input into process improvements and/or new projects to improve overall quality and processing efficiency. Provide the highest level of service to customers and clients to meet or exceed defined service level agreements (SLA).Other Duties as assigned. What you will need to succeed: A minimum of 1 year of customer service experience in the financial services (banking and/or money management) industry, with emphasis on investment / financial account maintenance and customer service activities. Excellent oral and written communication skills. Attention to detail. Analytical skills. Customer service orientation. Proficiency with excel and word. A professional attitude is required. A high school diploma or equivalent is required. An associate's degree is preferred.

EEO Statement: We are an equal opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non-qualifying mental or physical disability (including pregnancy, childbirth, or related medical conditions), gender, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.