Job Title – Investment Counselor
Contract Type: W2
Pay Rate: $22/hr - $25/hr on W2
Mode of interview: WebEx/Phone
Location: Miami, FL
As a Investment Counselor
you will work either in Brach or an inbound contact center taking calls from WM Filed advisors to support training and system navigation queries. Providing exceptional service on a variety of requests and queries on a new application.
What you'll do :
-Effectively educate, promote and guide field partners through online and mobile self-service capabilities at every opportunity.
-Provide clear, complete and accurate responses to their questions and inquiries at point of call
- Provide navigation support through multiple applications and tools to understand policy / procedures, gain clarity on various products / services
-Display passion, commitment and deliver an experience that improves Field Operations effectiveness.
Required skills :
-Must demonstrate the ability to effectively promote and verbally navigate field partners through accessing Wealth management application/s
-Experience verbally delivering complex information clearly, concisely and understandable to the Field staff, while quickly establishing rapport and exuding positivity and confidence
-Must possess the skills to navigate between multiple screens, while quickly and accurately typing relevant notes and processing information in the system
-Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems and deescalate issues
-Demonstrates ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
-Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
Thanks & Regards,
Recruiting solutions for the digital world
Desk # 415-960-3175
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