Tailored Management
Customer Service Representative (Level III)
Tailored Management, Chandler, Arizona, United States, 85249
Customer Service Representative (Level III)
Chandler, AZ
Pay Rate: $21/hr
Duration: 12 Months with Possibility of Extension
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Training Hours - Monday through Friday 9am -5:30pm EST - Will follow schedule selected at offer time, once training is completed
Shifts-
Monday - Friday 8H 30L 10:00 AM - 6:30 PM EST
Monday - Friday 8H 30L 10:30 AM - 7:00 PM EST
Monday - Friday 8H 30L 11:00 AM - 7:30 PM EST
Monday - Friday 8H 30L 11:30 AM - 8:00 PM EST
Monday - Friday 8H 30L 12:00 PM - 8:30 PM EST
Monday - Friday 8H 30L 12:30 PM - 9:00 PM EST
Talking points to have with candidates before submitting to req on expectations: Cell phones
( manager will discuss designated locations for calls and times calls can happen) Dress code
(professional business casual attire) REQUIRED ON INTERVIEWS AS WELL Attendance
(utilizing the proper call out duty line, communicating with direct supervisor and vendor, showing up for training/ work on the daily) Punctuality
(16 hours within first 90 days allotted) RECOMMENDED TO NOT HAVE TIME OFF DURING TRAINING PERIOD.
MUST BE ABLE TO WORK IN A VIRTUAL SETTING on site during training. PLEASE DO NOT BRING PERSONAL ITEMS SUCH AS BLANKETS.
DEPARTMENT- Wealth Management Client Services - Banking Brokerage
Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their *** Banking Products and Brokerage Investment accounts. Our primary function is to provide client facing support for high-net-worth clients who have a full-service relationship with a Brokerage Financial Advisor. Inquires include but are but limited to: Balance Inquiries, Account Maintenance, Online Navigation/Maintenance, Transaction Research
REQUIRED skills-
REQUIREMENT of 2 or more years of customer service experience and below skills. • Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information • Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT • Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment • Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients • Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise • Positive attitude that embracing coaching as an opportunity to improvement in current role • Ability to handle confidential matters and sensitive information in a responsible manner. • Ambitious and self-motivating
#TMCS
Training Hours - Monday through Friday 9am -5:30pm EST - Will follow schedule selected at offer time, once training is completed
Shifts-
Monday - Friday 8H 30L 10:00 AM - 6:30 PM EST
Monday - Friday 8H 30L 10:30 AM - 7:00 PM EST
Monday - Friday 8H 30L 11:00 AM - 7:30 PM EST
Monday - Friday 8H 30L 11:30 AM - 8:00 PM EST
Monday - Friday 8H 30L 12:00 PM - 8:30 PM EST
Monday - Friday 8H 30L 12:30 PM - 9:00 PM EST
Talking points to have with candidates before submitting to req on expectations: Cell phones
( manager will discuss designated locations for calls and times calls can happen) Dress code
(professional business casual attire) REQUIRED ON INTERVIEWS AS WELL Attendance
(utilizing the proper call out duty line, communicating with direct supervisor and vendor, showing up for training/ work on the daily) Punctuality
(16 hours within first 90 days allotted) RECOMMENDED TO NOT HAVE TIME OFF DURING TRAINING PERIOD.
MUST BE ABLE TO WORK IN A VIRTUAL SETTING on site during training. PLEASE DO NOT BRING PERSONAL ITEMS SUCH AS BLANKETS.
DEPARTMENT- Wealth Management Client Services - Banking Brokerage
Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their *** Banking Products and Brokerage Investment accounts. Our primary function is to provide client facing support for high-net-worth clients who have a full-service relationship with a Brokerage Financial Advisor. Inquires include but are but limited to: Balance Inquiries, Account Maintenance, Online Navigation/Maintenance, Transaction Research
REQUIRED skills-
REQUIREMENT of 2 or more years of customer service experience and below skills. • Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information • Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT • Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment • Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients • Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise • Positive attitude that embracing coaching as an opportunity to improvement in current role • Ability to handle confidential matters and sensitive information in a responsible manner. • Ambitious and self-motivating
#TMCS