Customer Service Rep.


Financial Services

Advert ID




Job Type




Salary Range


No. of Openings


Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142



Job Description

Customer Focused Service Providers with ability to multi-task and rely complex subject matter in easy to understand matter during phone interactions with clients and our field.

The Phone Support Team will begin on Monday, September 21, 2020 and will conclude on April 15, 2021.

Comprehensive training will be provided and those that excel in this role may be considered for a permanent position in the future.

Deliver a distinctive client experience

* Successfully resolves questions inquiries from Financial Reps and clients

* Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

* Educates clients and Financial Representatives on our client website and self-service capabilities

* Fosters a professional relationship with our clients to enhance brand loyalty

* Exhibits skill in de-escalating servicing concerns

* Achieves productivity standards and goals while maintaining the highest level of customer service

Critical Thinking/Problem Solving

* Handles phone and transactional responsibilities while maintaining a high level of confidential and personal information appropriately

* Ability to multi-task between phone and casework/transactional duties with the high degree of accuracy and quality

* Ability to work independently and with your team to consistently identify opportunities improve work progresses

* Researches and evaluates possible solutions using available resources

* Manages casework in accordance with area service and/or productivity standards

* Adheres to strict confidentiality and privacy standards

Change Agility

* Welcomes change and embraces an environment where continuous improvement is expected from all employees

* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand

* Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives

Digital Savvy

* Ability to perform keyboarding/computer skills accurately and efficiently

* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint