- Bachelor's Degree
- High School Diploma or GED
- Call Center
- Microsoft Word
- Customer Service
Customer Service Representative
Purpose of role
Answer telephone inquiries regarding accounts received from clients and representatives in a timely and professional manner. FINRA licensing may be a requirement. Subject to periodic telephone evaluations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Answer caller’s questions regarding First Investors’ funds, account status, account activity and procedures via incoming telephone calls. Provide assistance to clients experiencing difficulty with on line access. Document the details of each inquiry and the disposition through internal Mainframe tracking system. Process account information updates and address changes through Company’s internal Mainframe system. Research account and transaction records to resolve issues and basic discrepancies. Follow up on account inquires with clients and representatives. May be required to process telephone exchange and redemption requests. May be required to process same day quality review of telephone transactions to ensure processing accuracy.
High school diploma
College degree preferred or equivalent work experience
EXPERIENCE AND BACKGROUND REQUIREMENTS:
Previous customer service experience preferred; call center experience a plus
Proficient in Microsoft Word and Excel with accurate typing skills
Strong organizational and follow-up abilities
Strong written and oral communication skills
Strong math skills
Attention to detail and accuracy
Foresters Financial is an Equal Opportunity Employer, committed to supporting diversity and accessibility. If you require an accommodation throughout the recruitment process, we will work with you to meet your needs.
Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team. Foresters Financial is committed to supporting diversity and accessibility. If you require an accommodation throughout the recruitment process, we will work with you to meet your needs.