Customer service

Tailored Management
Columbus, OH Full Time
POSTED ON 10/3/2024 CLOSED ON 10/6/2024

What are the responsibilities and job description for the Customer service position at Tailored Management?

Title : Customer Service Representative

Location : 4343 Easton Commons, Columbus, OH 43219

Set Up : Hybrid; *3 days office 2 days remote

Pay Rate : $19.17 per Hour

Contract Length : 6 months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*

Benefits : Paid Weekly, Health, Dental & Vision Benefits Available!

Target Start Date : *upon completion of new hire onboarding.

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Job Description

  • This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.

Responsibilities

  • Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts.
  • Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
  • Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries.
  • Successful applicants will be highly professional, career driven, and committed to World-Class Service.
  • Ability to contribute in a fast paced, team-oriented environment.
  • Aptitude to multi-task and adjust quickly to change in a busy financial service center

Skills Required

  • Ability to contribute in a fast paced, team-oriented environment.
  • Aptitude to multi-task and adjust quickly to change in a busy financial service center

Education and Other Requirements

  • College degree preferred
  • Possess general knowledge of financial markets.
  • Previous contact center experience

Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting, education verification, and verification of employment history for the last 7 years.

You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.

Last updated : 2024-10-03

Salary : $19

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