Respond to an extremely large volume of calls that enter the servicing area. May require familiarity with Turret phones or other large multi-line phone system. Requires the ability to handle several calls at once and take concise and accurate messages. Must be able to function in a professional and efficient manner in an extremely hectic environment. Requires 3 years prior experience in customer service; may also require specific knowledge of financial regulations or investment products.
Bachelor's degree preferred
Bachelor's, Military, or 3 years consecutive experience in the financial industry required