Customer Service Professional III

Job title:

Customer Service Professional III

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: 6 months with potential to extend or convert
Pay Rate: $21.77 per hour
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:

• 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 related 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:

• 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 customers/company, effectively organize, prioritize and multi-task
• Attention to detail
• Ability to deal with a wide variety of personalities in a professional manner
• Confidence to handle unclear/unfamiliar expectations from customers
• Problem solving, critical thinking

****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

$21.77 per hour

Location

Halifax, NS

Job date

Tue, 05 Nov 2024 08:13:05 GMT

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