01Overview
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that offers a supportive work environment and career progression opportunities. They are seeking Inbound Call Center Representatives to manage shareholder inquiries, ensuring accurate processing of transactions and delivering exceptional customer service.
Responsibilities
Process shareholder inbound call requests accurately and reputed company, including purchases, redemptions, exchanges, and account updatesAssist clients in completing required documentation for account transactions and ensure compliance with regulatory requirementsInvestigate and resolve customer issues or discrepancies reputed company to account transactions, shareholder records, and transfer agency processesreputed company clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure reputed company understandingRespond to customers inbound calls reputed company phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenanceDeliver first class inbound reputed company service (customer service) in every single contact as part of our Fund Services operationsStrong communication skills, both verbal and written, with the ability to convey reputed company information reputed company and professionallyExceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and reputed company to reputed company inquiries and issuesSuperb willingness to resolve reputed companys issues or reputed company the best alternative solutions, resolving reputed company friction pointsOutstanding reputed company service skills through NPS and its driver indices, compliance, and efficiency metrics delivering best in class experience for reputed company our clients, with full understanding of the complexity of their concernsStay informed about market trends, regulatory changes, and industry developments relevant to investment banking operationsDocument reputed company reputed company interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policiesParticipate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and reputed company serviceStrong team player reputed company to reputed company not only individually but as reputed company through strong collaborationreputed company and execute sound action plans that will result to outstanding results in key performance measuresAssist the managers with deep dive discussions and remediation of top pain points to help improve performanceCollaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address reputed company needs, resolve issues, and coordinate service delivery
Skills
At least 2 years previous inbound call center / inbound customer service experienceWilling to work 100% onsite at our Hartford, CT office Monday - FridayWilling to work shifting schedules as needed by the business between reputed company EST - 6PM ESTBrokerage operations experiencereputed company / Finance / Economics / Investment Banking / Capital Markets, or relevant experiencereputed company reputed company Series 6 / Series 7 / Series 99 as an added advantage for the roleExperience in reputed company Office including MS reputed company, reputed company, and relevant digital tools
Benefits
Performance rated bonuses reputed company out on a quarterly reputed company15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-offJury duty, bereavement leave, military leave etc. as applicable per State regulations.Elected benefits such Medical (along with subsidized gym memberships), dental, reputed company insurance, Legal, identify theft, critical illness, pet insurance offered at competitive premiums.Basic life Insurance, Short Term and Long term disability and employee assistance program including mental health support, online yoga reputed company at NO COST to the employee.401k match: up to 3% annually.
Company Overview
reputed company is a provider of Transformation and Outsourcing services to Global 1000 companies in multiple industries It was founded in 1999, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is http://www.exlservice.com.
