Job Title: Customer Service Representative
Location: Franklin, WI (Onsite)
Duration: Contract (6+ months)
JOB DESCRIPTION
- Deliver a distinctive client experience -Optimally resolves questions and inquiries from Financial Reps and clients.
- Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers.
- Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
- Educates clients and Financial Representatives on our client website and self-service capabilities.
- Develops a professional relationship with our clients to improve brand dedication.
- Exhibits skill in de-escalating servicing concerns.
- Achieves efficiency standards and goals while maintaining the highest level of customer service Critical Thinking/Problem Solving.
- Handles phone and transactional responsibilities while maintaining a high level of confidential and appropriate handling of personal information.
- Ability to multitask between phone and casework/transactional duties with a high degree of accuracy and quality.
- Ability to work independently and with your team to consistently find opportunities to improve work progress.
- Researches and evaluates possible solutions using available resources.
- Leads casework in accordance with area service and/or efficiency standards.
- Adheres to strict confidentiality and privacy standards and Change Agility.
- Encourages change and adopts an environment where continuous improvement is encouraged from all employees.
- Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand.
- Finds opportunities for improvement and is an advocate for delivering viable solutions/alternatives
- Digital Savvy -Ability to perform keyboarding/computer skills accurately and efficiently.
- Proven ability to use computer software packages, including Word, Excel, and PowerPoint
Pay: $15.00 - $17.00 per hour
Work Location: In person
