Call Center Customer Service Representative

Job Description

Job Description

Client Relationship Associate

• Type: Contract (Potential for Extension/Conversion)
• Pay: $23 per hour
• Location: Hybrid in Scottsdale, AZ
• Hours: M-F, standard shift
• Start Date: End of April/Beginning of May

Responsibilities:

• Taking inbound calls from clients to assist clients to assist them with their investment needs.
• Maintain familiarity with different investment account types (IRA, Individual, trust accounts)
• Be able to understand basic rules and regulations governing the different account types
• Provide guidance to individuals as they work through issues
• Complete administrative tasks that correlate to client requests
• Document and notate client interactions for case notes
• Navigate multiple computer screens, resources, and software to provide accurate responses
• Develop basic knowledge of products and services

Qualifications:

• Passion for helping others and being able to demonstrate patience, care, and professionalism
• Empathetic predisposition and can navigate difficult and sensitive client situations well
• Strong verbal/written communication skills to relay complex information easily
• Ability to document client situation through detailed clear notes
• Attention for detail, thoroughness, and consistency in the work produced
• Fast learner who can multi-task, and has a passion for continuous learning
• Demonstrate self-sufficiency by using resources to find solutions and meet metrics
• Strong organizational skills to be able to prioritize client requests
• Can adapt to a fast-paced and changing work environment

We’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.

Company Description

We’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.