no skill summary
Experience: 1 - 2 years
• Work with financial advisors to ensure quality customer support through answering phones and addressing client service requests. • Handle 30+ customer inbound calls per day, answering customer inquiries and resolving issues • Place financial transactions for the advisor (s) • Work with financial advisors to process requests and serve as customers' first point of contact regarding service issues, troubleshooting issues, and service requests, gather pertinent information and accurately enter into company financial systems. • Experienced in responding to customer information requests, providing information to clients, advisors, or relationship partners, and working with internal partners to resolve any outstanding questions, process routine service transactions, and solve account service casework to exceed service goals and expectations.
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
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