Customer service Professional - Hybrid role - Dallas, TX. Job at Vaco by Highspring, Dallas, TX

cnFTUGhoNkJtZDNGcmlWUDc4UmJ6Nkc4WUE9PQ==
  • Vaco by Highspring
  • Dallas, TX

Job Description

In this role, you will provide high-quality support to clients in the financial services industry. The focus is on delivering an exceptional customer experience, resolving inquiries efficiently, and supporting clients across various areas such as account maintenance, transfers, and system navigation.
Key Responsibilities:
* Address and resolve complex or escalated client issues.
* Support clients with brokerage operations, advisory accounts, and general inquiries.
* Guide clients in using internal systems and platforms effectively.
* Accurately document interactions using CRM tools.
* Meet quality and productivity standards while working both independently and collaboratively.
* Contribute to team initiatives and special projects as needed.
Qualifications:
* Minimum 1 year of call center experience.
* Proficiency with Microsoft Office.
* High school diploma or GED required.
Preferred Skills:
* Strong communication, problem-solving, and interpersonal abilities.
* Detail-oriented with the ability to adapt in a fast-paced environment.
* Experience in financial services or banking is a plus.
* College degree or equivalent experience is a bonus.

Job Tags

Similar Jobs

Insight Global

Entry Level Sales: Hiring Associate/Partner Job at Insight Global

 ...makes: Year 2: $73,000-$88,000 Year 3: $121,000-$145,000 Year 4: $135,000-$194,000 Hiring Partners have the opportunity to win annual sales contests that include an all-expenses paid trip to the Bahamas, LTIPs, and a cash bonus starting at $7,500- $10,000.... 

Beneficial Talent Source

Aerospace Chief Engineer Job at Beneficial Talent Source

 ...Aerospace Chief Engineer - onsite Oklahoma City, OK Responsibilities Lead research, planning, and design initiatives for mechanical and electromechanical aerospace products. Oversee fabrication, operation, application, and repair of aerospace components, ensuring... 

Unusual Circumstances

Customer Service Lead Job at Unusual Circumstances

 ...Position: Customer Experience Specialist Location: New York, NY (hybrid: 3 days/week in Manhattan NY area only) Reports to: CEO About Sitch Sitch is a new kind of matchmaking platform, built around the idea that online dating doesn't have to suck and that... 

Hamlin Animal Hospital

Veterinary Assistant/Receptionist Job at Hamlin Animal Hospital

 ...Job Description: Technician Assistant/Receptionist at Hamlin Animal Hospital About Us: Hamlin Animal Hospital is dedicated to providing compassionate, high-quality veterinary care. We are a customer-centric, collaborative, and inclusive team committed to the well-being... 

Gather and Grow

Intern Job at Gather and Grow

 ...Phoenix) community. Would you like to join us? Responsibilities Will be determined per project. Qualifications College Students preferable sustainability majors but not limited to that major. Our interns are generally limited to 20 hours per week....