Contemporary Staffing Solutions is staffing for an Administrative/Call Center Specialist in the Narragansett, RI area. The specialist will be accountable for providing high quality service to advisors and investors via phone. Following procedures, this position provides client service by handling requests from financial advisors, broker/dealers, and account owners seeking information or executing requests on specific accounts, product or plan information, and policies and procedures. Responsible for researching and resolving complex issues in a timely manner to completion.
Responsibilities of the Customer Service Representative:
Provide exceptional client service skills to advisor-sold plan clients.
Demonstrate strong problem resolution skills.
Solid organizational and communication skills with a strong attention to detail.
Demonstrate focus in improving workflows, policies, and procedures.
Log and track calls/requests to communicate business trends in servicing clients.
Address opportunities to maintain and improve business relationships with clients.
Responsible for protecting and securing all client data held to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.
Requirements of the Customer Service Representative:
Bachelor’s Degree or equivalent work experience
Preferred experience of 1 year of experience in financial service, client or customer service in a professional work environment.