Customer Service Professional II

Job title:

Customer Service Professional II

Company

Robertson & Company

Job description

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Prime Hires is seeking a skilled Customer Service Professional to join our client.Contract Dates: 4 months with potential to extend or convert
Pay Rate: $18.75 per hour
Business Hours: Monday to Friday (Remote)Job Responsibilities:

• Providing excellent customer service on approximately 30-40 (inbound) calls per day.
• Process transactions (account/investment changes, withdrawals, loans).
• Provide information and insight on retirement accounts the participant may have, typically related retirement plan-specific provisions.
• Assist customers with the completion of appropriate forms, explain rejections.
• Keep current with company policies, procedures, and processes.
• Meet metrics relative to customer feedback (surveys), first contact resolution, productivity, accuracy, and reliability.
• Recommend client centered resolutions to issues and identify and initiate exceptions within guidelines.
• Assisting callers with website and app navigation/registration/account reset.

Experience & Qualification Requirements:

• Minimum 3-4 years of previous customer service/ administrative/ call center experience
• Previous experience working in an in – office/hybrid work arrangement
• Previous exposure to being measured against KPIs

Personal Attributes:

• Capacity to work independently or with minimal direction, within a team
• Managing time effectively within a high volume and fast paced work environment, including the ability to work through multiple cases simultaneously in a timely manner
• Aptitude to build positive relationships between customer/company, effectively organize, prioritize and multi-task. Attention to detail (priority)
• Problem solving, critical thinking (priority)
• Ability to deal with a wide variety of personalities in a professional manner
• Confidence to handle unclear/unfamiliar expectations from customers

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary

$18.75 per hour

Location

Halifax, NS

Job date

Thu, 12 Dec 2024 23:14:08 GMT

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