Remote Customer Service Representative (EST hours)

Role : Customer Service Representative

ASAP- till end of July (possible extensions)

Remote EST Hours or can sit at Easton location

Pay rate: $20/hour

Must Haves:

• High school diploma
• 2+ years of experience in the financial industry
• Previous brokerage/investment knowledge or comparable experience
• Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
• Strong customer focus and active listening skills
• Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred Attention to detail
• Experience working in call center environment preferred

Plus:

• State Life and Health, Series 7, and Series 63 certifications

As 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 accounts
• Responsible for accepting and executing trades for clients over the telephone
• Develop and maintain effective rapport with clients and internal/external partners
• Resolve conflicts and manage customer expectations
• Take ownership of each client while empathizing and prioritizing client needs
• Performs other duties as assigned.