VirtualVocationsRiverside, California, United States
2 days ago
Job type
Full-time
Remote
Job description
A company is looking for a Customer Service Representative.Key ResponsibilitiesHandle 80-100 incoming calls daily from advisors, shareholders, and third parties regarding mutual fund accountsAuthenticate callers to ensure proper disclosure of informationAssist with account inquiries, non-financial transactions, and financial transactions on behalf of clientsRequired QualificationsPrevious experience in a call center or customer service environmentFamiliarity with retirement and education savings accountsAbility to work flexible shifts, including weekendsCompletion of a 3-week training programMust be available for a video interview over MS-Teams