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Urgently Hiring Financial Customer Representative

Company: Aerotek
Location: Colorado Springs
Posted on: January 16, 2022

Job Description:

Description:Financial Customer rep. will be supporting our clients own customers with their needs. This position will be taking incoming calls throughout the day. Will be talking to shareholders with a variety of calls. Calls may include; needing to change information, updating account info. Could be very entry level calls or could be more complex with a number of things that could be coming up with their accounts. Wont be taking any calls that require giving financial advice, but will help point their client in the right direction. Will be working with a few different systems and web based programs. 85% of the day will consist of taking inbound phone calls. The next 15% will consist of email correspondence and other administrative related tasks. Additional job duties may include fulfilling client inquires such as changing addresses and account information, providing assistance with online accounts, investigating previous transactions, maintain accurate information, and providing a high level of customer service throughout each client interaction. Candidates will process orders as requested, offer solutions based on client needs, use their judgement to discuss and recommend additional services that may benefit the client, and transfer calls to other departments for further assistance as needed if clients are requesting financial advice.**THIS POSITION WILL REQUIRE ALL CANDIDATES TO BE VACCINATED AND TO WORK ON-SITE**Skills:Customer Service, Computer Skills, Data Entry, Financial, Call Center, Microsoft OfficeTop Skills Details:Customer Service,Computer Skills,Data Entry,Financial,Call Center,Microsoft OfficeAdditional Skills & Qualifications:REQUIRED QUALIFICATIONS**ALL CANDIDATES MUST BE FULLY VACCINATED or WILLING TO GET VACCINATED PRIOR TO THE JANUARY 31ST START DATE (J&J)**- 2-4 years of Customer Service experience required- Experience with MS Office products (MS Word, MS Outlook)- Strong written and communication skills (Need to be able to communicate professionally with their clients via phone and emailPREFFERED QUALIFICATIONS- 1+ years of inbound call experience in an office or retail environment- Candidates that have worked at USAA, California Casualty, Progressive, T-Mobile, or another call center type environment- Some form of financial related experience (New college graduate, bank tellers, leasing agents)- High School Diploma or GEDAbout Aston Carter: At Aston Carter, were dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients capabilities by seeking solvers and delivering solutions to address todays workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Keywords: Aerotek, Colorado Springs , Urgently Hiring Financial Customer Representative, Other , Colorado Springs, Colorado

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