Job Description

We are currently hiring on behalf of a client for Client Support Service Professionals to manage inbound calls related to brokerage account inquiries. This role requires delivering accurate, efficient, and high-quality service while meeting key performance metrics in a fast-paced financial services environment.

The position includes supporting brokerage cash management products, assisting with online platforms (client website and mobile applications), and addressing general account or financial-related inquiries. The ideal candidate is professional, detail-oriented, and committed to delivering a world-class client experience.

Key Responsibilities

• Handle inbound client calls related to brokerage accounts and financial service inquiries
• Provide accurate information on account activity, transactions, and services
• Assist with online platform navigation and basic troubleshooting
• Resolve client issues or escalate when necessary
• Maintain professionalism and a customer-first approach in all interactions
• Document all interactions accurately in internal systems
• Meet performance metrics including quality, productivity, and customer satisfaction

Preferred Qualifications

• Bachelor’s degree, or
• Previous contact center or customer service experience

Required Skills & Competencies

• Strong communication skills (verbal and written)
• Ability to multitask and adapt in a fast-paced environment
• Problem-solving skills with strong attention to detail
• Customer-focused mindset with a professional approach
• Basic technical proficiency and ability to learn financial systems

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