Customer Care Specialist
$41,600–$41,600 year
RemoteUnited States or Melbourne, Florida, United States
United States or Melbourne, Florida, United StatesRemoteFull Time$41,600–$41,600 yearSmall
Full TimeSmall
Job Summary
Research account information and resolve complex customer inquiries via telephone while navigating our web-based systems. Engage callers to provide clarity on address changes, banking details, and portfolio transactions, utilizing strong phone skills and empathy for sensitive situations. Master multi-tasking by simultaneously managing screen functions and verbal communication, with a focus on accurate numeric reasoning and financial transaction handling. Complete a 25-minute mobile-friendly assessment for immediate consideration.
Required Qualifications
- High School Diploma or GED
- Ability to speak and hear on a telephone system
- Ability to work from home in a private and quiet virtual environment
- 10+ Mbps of reliable high-speed internet connectivity
- Personal landline or reliable cell phone
- Quiet place to work
- Previous experience in a role requiring computer navigation and basic troubleshooting skills
- Ability to proactively escalate technology issues
- Ability to confidently and accurately communicate large numbers and perform simple calculation
- Ability to interpret callers needs and effectively present solutions
- Friendly, patient, and concise approach
- Confident, friendly phone skills
- Clear pronunciation
- Ability to relay information in a logical/common sense manner
- Attention to detail
- Ability to learn how to flawlessly navigate systems and research while engaging the customer
- Ability to research account information
- Ability to resolve problems
- Ability to provide clarity to callers
- Patience
- Understanding
- No weekends
- 9 paid holidays
- Potential for overtime
- Three weeks of paid time off
- Day each year of volunteer time for a good cause
- Must be able to effectively lead and coach others
Desired Qualifications
- Previous experience with complex transactions
- Financial experience
- Bachelor's degree or associates degree (A.A) or equivalent from two year college
- Strong ability to use technology and navigate multiple systems on screen
- Ability to work from home in a private and quiet virtual environment
- Previous experience in financial services
- Role requiring complex transactions
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