Client Service Excellence Representative - Nashville

Only for registered members Nashville, United States

3 weeks ago

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Job summary

We have a client-first mentality that we live and breathe every day through our mission to take a stand for all investors to treat them fairly and to give them the best chance for investment success Our Client Service Excellence Center associates fulfill our mission by helping our clients through life s biggest moments - from buying their first home to preparing for retirement In this role you will connect with clients via inbound phone calls to assist with their account-related needs
  • Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries from account maintenance to identifying and resolving issues
  • Lead with empathy and an owner s mindset to solve problems help uncover client needs and provide timely accurate solutions

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