Collaborate with advisors, firms, and internal partners via phone and email to ensure onboarding and pay questions are answered and/or directed to the appropriate internal teams.
Provide real-time support during US hours.
Communicate effectively with internal and external customers.
Complete necessary documentation in all utilized systems.
Represent the company in a professional manner that provides high quality service and encourages long-term relationships.
Maintain knowledge of necessary products and services.
Adhere to applicable compliance and security rules and regulations.
Perform other job-related duties and/or special projects as required.
Qualifications
6 months to 1 year customer service work experience
Strong communication (intermediate to advanced), customer service, organizational and telephone skills required
Excellent critical/logical thinking, application and comprehension
Must be self-motivated, able to work in a team environment, able to multi-task, detail oriented and able to maintain strict confidentiality guidelines
Requires proficient computer skills and the ability to efficiently navigate within numerous software and web applications
Must possess the ability to obtain the necessary knowledge of applicable business unit systems, work under limited supervision and exercise independent judgment
May be required to work non-traditional hours (OT) to meet customer needs
