Discount Brokerage Sales Representative is responsible for the timely buying and selling of securities for clients at discounted commissions. Ensures accuracy of transactions and keeps abreast of market conditions. Being a Discount Brokerage Sales Representative typically does not make investment recommendations unless client holds advised account or other fee-based product. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Discount Brokerage Sales Representative requires NASD series 7 license. Typically reports to a manager or head of a unit/department. The Discount Brokerage Sales Representative occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Discount Brokerage Sales Representative typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Overview:
We are seeking a Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service and support to our clients.
Duties:
- Handle billing inquiries, payments, quote intakes and policy servicing
- Handle incoming customer inquiries via phone and email
- Resolve customer complaints promptly and professionally
- Conduct outbound calls to follow up on customer inquiries or issues
- Utilize data entry skills to update customer records and information
- Demonstrate excellent phone etiquette and communication skills at all times
- Assist bilingual customers in both English and Spanish as needed
Qualifications:
- Previous experience in a customer service role preferred
- Proficiency in data entry and CMS/AMS software
- Strong communication skills with the ability to interact effectively with customers
- Experience in outbound calling and sales is a plus
- Bilingual proficiency in English and Spanish is advantageous
- Ability to handle multiple tasks while maintaining attention to detail
- Excellent problem-solving skills and a customer-focused mindset
Join our team as a Customer Service Representative and be part of a dynamic work environment where your contributions make a difference!
Job Types: Full-time, Part-time
Pay: $17.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
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Work Location: In person