Remote Customer Service Representative (EST hours)

ASAP- till end of July (possible extensions) Remote EST Hours or can sit at Easton location Pay rate: $20/hour Must Haves:High school diploma2+ years of experience in the financial industryPrevious brokerage/investment knowledge or comparable experienceExcellent telephone communication skills and articulation of speech, displaying a high level of professionalismStrong customer focus and active listening skillsFamiliarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred Attention to detailExperience working in call center environment preferredPlus:State Life and Health, Series 7, and Series 63 certificationsAs an HFA Client Services Associate you will be a key member on the centralized support services team to deliver a great experience to the client's Financial Advisor clients via telephone and email. You will work in a team environment to assist clients with account information, place trades, and other service-oriented transactions. This position will require you to develop an expertise on HFA policies and procedures, assist with escalated issues, and problem resolution. In addition, you will learn a broad view of brokerage operations.Duties and Responsibilities:Provide great customer service to investment clients over the phone identifying, researching and resolving issues with accountsResponsible for accepting and executing trades for clients over the telephoneDevelop and maintain effective rapport with clients and internal/external partnersResolve conflicts and manage customer expectationsTake ownership of each client while empathizing and prioritizing client needs#J-18808-Ljbffr