Job #: 1378
Title: Call Center
Momentum is looking for a Customer Service Associate.
- Answer inbound calls from our internal and external clients.
- Assist external clients with the Firm’s website registration or navigation, credit card activations, and provide education about the processes and procedures associated with their account.
- Provide support and guidance with internal clients involving the maintenance of the Client’s accounts associated with the Firm’s investment products and providing estimated time frames for requests to be completed.
- Financial services/banking/ brokerage experience preferred
- Exceptional phone conversation skills
- Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
- Strong organizational skills, attention to detail, and excellent follow-up skills
- Ability to be self-motivated and succeed in a team atmosphere
- Candidates must have flexibility in work schedule
- Superior customer-centric focus, with proven ability to thoroughly resolve customer inquires