Customer Service Jobs

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We’re looking for a results-driven Customer Service with excellent interpersonal skills to actively engage with customers.

You will provide complete and appropriate solutions for every customer in order to boost top-line revenue growth, customer acquisition levels and profitability.

Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors.

Essential Duties and Responsibilities:

• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Performs other duties and responsibilities as assigned.
• Participates in and receives cross-training, as well as assists with other operational functions as required.
• May enter unsolicited trades at the direction of the Financial Advisor.
• Maintains databases and creates reports using portfolio software programs.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Creates and maintains records and files.
• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
• Researches client and security information through the back office system.
• Solicits and receives orders for the Financial Advisor.
• May service less active accounts.

Qualifications:

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Company’s working structure, policies, mission, and strategies.
• Provide a high level of customer service.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Investment concepts, practices and procedures used in the securities industry.
• Use mathematics sufficient to process account and transaction information.
• General office practices, procedures, and methods.
• Financial markets and products.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Work independently.
• Analyzing to be able to research account information.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent and minimum of one year financial services industry experience.

~or~

• An equivalent combination of experience, education, and/or training as approved by Human Resources.

About us:

Since our inception, Cantada has led the industry in network security, vulnerability research, reverse engineering, and hardening of embedded systems. Our customers consider us forerunners within the industry. Building upon our vast experience with the inner workings of servers, workstations, mobile devices, and embedded computer systems we have developed

Job Type: Full-time, Part-time

Pay: $21.00 - $29.00 per hour

Benefits:

• Paid time off
• Health insurance
• Vision insurance
• Dental insurance

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday
• Weekend availability

Work setting:

• Remote

Application Question(s):

• Do you have experience answering customer questions through online chats?

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (preferred)

Language:

• English Fluently (Required)

Shift availability:

• Day Shift (Required)

Work Location: Remote

• Health insurance

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