The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing:
We are seeking a customer-focused professional to support an inbound service line related to annuities. In this role, you will assist advisors with technical and operational questions related to the platform, helping them navigate processes, troubleshoot issues, and understand platform functionality.
- Handle approximately 20–30 inbound calls per day, with call volume and length varying.
- Assist advisors with technical and operational questions related to the platform and processes.
- Troubleshoot common issues, including error messages and platform functionality.
- Walk users through platform features, processes, and available resources.
- Provide clear, patient, and professional support while working through questions and issues.
- Identify and escalate more complex issues when additional assistance is needed.
- Build a strong understanding of the platform and use that knowledge to provide an excellent customer experience.
Qualifications:
- Strong customer service and communication skills.
- Ability to adapt quickly, learn new systems, and navigate technology with confidence.
- Patient, collaborative, and willing to ask questions and seek assistance when needed.
- Previous experience in an inbound call center or high-volume customer service environment preferred.
- Comfortable handling approximately 20–30 calls per day, with an average talk time of approximately 9 minutes.
- Financial services experience or industry licensing is a plus, but not required.
- Ability to learn platform functionality and processes; deep product knowledge is not required.
- Customer service experience in any industry, including retail or other high-touch environments, is welcome.
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.