Engage internal clients via both inbound and outbound phone calls
Act as initial and ongoing support during account opening and lifecycle of account
Providing world-class service to internal clients
Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
Address issues promptly and effectively
Ability to maintain success in an evolving environment
The successful candidate will have 1-2 years' experience in the financial services or customer service. Prefer a 4-year college degree and an interest in career development.Qualification