Address
Form of workCustomer Service / Call Center Rep
Location: Remote
Duration: 6 months With Possible Extension
Description:
The role is a Call Center environment answering inbound calls from financial professionals and clients who require assistance servicing brokerage accounts. Main types of calls are related to but not limited to New Business, Account Maintenance, Money Movement, Online access.
Reps each take an avg of 50-60 calls a day.
Support program manager and/or project leads in the program. Prepare agendas, create meeting minutes, track follow ups and action items, update project plans, issues logs, and other key project deliverables. Data Collection, Analysis and Research data collection and specific research associated with projects or program. This research could involve following up with project team members to obtain more information about issues, risks and change requests. The data collection would include obtaining updates/status of issues, collecting information to support change requests, facilitating the solicitation of feedback for project team members and collecting estimates from project team members. Help maintain project management deliverables.
Location: Remote
Duration: 6 months With Possible Extension
Description:
The role is a Call Center environment answering inbound calls from financial professionals and clients who require assistance servicing brokerage accounts. Main types of calls are related to but not limited to New Business, Account Maintenance, Money Movement, Online access.
Reps each take an avg of 50-60 calls a day.
Support program manager and/or project leads in the program. Prepare agendas, create meeting minutes, track follow ups and action items, update project plans, issues logs, and other key project deliverables. Data Collection, Analysis and Research data collection and specific research associated with projects or program. This research could involve following up with project team members to obtain more information about issues, risks and change requests. The data collection would include obtaining updates/status of issues, collecting information to support change requests, facilitating the solicitation of feedback for project team members and collecting estimates from project team members. Help maintain project management deliverables.
