Financial Services Customer Service Representative

Financial Services Customer Service Representative

Location: Candidates will need to work on-site in Indianapolis, IN or Phoenix, AZ.

Duration: 12 Months

Training: 2-week training cycle

Hours: Training 8:00 AM – 4:30 PM EST

Notes: The client is primarily interested in candidates with experience in the Finance Industry. Other Industries with transferrable skils include: Insurance, Brokerage Firms, and Banking.

Responsibilities:

• Handling customer/client/other calls, opening new accounts, updating existing accounts, customer correspondence, transfer of accounts, wired funds, foreign currency conversion, receive/issue checks and stock certificates.
• Must be articulate, have a pleasant telephone manner, and excellent verbal and written communication skills.
• Flexibility is a key aspect of this role, and candidates must be equally comfortable with direct client interaction as well as having the ability to network, research, and resolve client operational issues.
• General PC skills required including experience with Word, Excel, and Outlook.

Qualifications:

• Requires previous customer service and
• Data entry experience with a high degree of accuracy
• Previous financial operations / processing (banking, mortgage, brokerage, Insurance) a plus