Customer Business Analyst
South West Water
Operations Support Associate
FINRA
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteJob Level
JuniorMid-Level
About the role
- Answer incoming phone calls (more than 80 percent of day dedicated to phone queue) to identify and resolve operational issues and inquiries
- Build trusted relationships with financial advisors and their staff by understanding needs and expectations
- Educate callers on best practices for a broad range of operational topics and ensure end goals are met
- Stay current on new resources, products, and procedures, as well as industry news and regulations
- Collaborate with various teams across the firm to research and resolve complicated issues
- Uphold Commonwealth’s level of indispensable service
Requirements
- Service-minded with a positive attitude
- Friendly and empathetic, with a focus on building meaningful and lasting relationships
- Ability to learn, retain, and apply new information quickly in a variety of scenarios
- Proven critical thinking skills; ability to identify the best possible solutions by asking the right questions
- Superb listener with outstanding communication skills, both verbal and written
- Punctual; strong organizational skills
- Desire to work in a department with a uniquely supportive culture at a company that prides itself on working hard and playing hard
- Experience in a service-oriented environment is a plus
