Customer Support

• Handling of inquiries by phone from our customers and financial advisors regarding accounts, products and procedures
• Providing an outstanding customer experience, accurately and professionally
• Provide comprehensive information to callers, resolving most queries on the first call by researching information on resource systems
• Meeting productivity and quality objectives established by the department as well as Customer Experience Call Audits

Bilingual Customer Service Representative, Wealth Advisor Services

Bilingual Customer Service Representative