- Assists customers with questions or issues regarding their accounts received via phone and/or correspondence
- Calls are predominantly routine but may require deviation from standard screens, scripts, and procedures
- Uses computerized system for tracking, information gathering, and/or troubleshooting
- Requires advanced knowledge of the organization, products and/or services
- Must have good communication and problem-solving skills
- May research issues or transfer to a research function
- May involve cross selling or up selling of other financial products
- Handles customer calls with somewhat more complexity
- Generally, has more than 1 year of experience
This position has an initial contract of 6 to 12 months contract in the Brea, CA. Must meet qualifications to be considered.
