Financial Customer Associate

Job not on LinkedIn

🕒 Yesterday

🌾 Nebraska – Remote

🌾 Nebraska – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• Apply your skills and knowledge in a significant way every day to help others. • Help customers feel more confident, make clearer decisions, and achieve their own financial dreams. • Assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. • Learn about the financial services industry and develop your skills through training.

🎯 Requirements

• Ability to establish rapport and relationships through effective communication • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.) • Proficiency in navigating and troubleshooting basic technology issues or systems. • Handle a variety of situations and conversations driving towards a resolution suitable for all • Self-motivated teammate with strong social skills who brings energy and passion to the team • Minimum 1 year of customer service experience • High School diploma or GED required.

🏖️ Benefits

• Our benefit programs are crafted to help you and your loved ones strike the perfect balance. • Your achievements will be celebrated as you progress through the program. • Overtime hours are encouraged during peak call periods • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. • There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.