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Mutual Funds CSR

Company: Aerotek
Location: Richardson
Posted on: May 3, 2021

Job Description:

Tier 1 Role

-Works with registered agents and helps them navigate different vendor platforms. Walking them through the new account process and fixing any errors on the application. All calls are regarding Mutual Funds.

-Inbound Call Center

-Escalating to customer service or to investment consultants.

-Could potentially get calls from customers MUST be licensed to talk to customers so they must transfer it to CSR.

-Complex Tax Issues get escalated, if an agent is unsure what kind of mutual fund to recommend, they would escalate it to an investment consultant. Death and divorce can get escalated to the customer service group.

-This group assists the agents with filling out forms and applications, they primarily serve the agent and not the customer.

--25-35 inbound calls per day (call length depends on what the call is in relation too).

Excellent Customer Service Skills

Strong Computer Skills & Strong Internet Connection (while working from home)

Attention to Detail

Key attributes:

- Active listening skills

- High empathy

- Being resourceful (ability to use notes and tools provided in training to find answers)

- Navigate multiple screens and systems

- Adaptable

- Comfortable with constantly changing environment

- Critical thinking, resourceful and ability to research items

- Simplify complicated topics

- Growth mindset

- Team player

Additional Skills & Qualifications:

Preferred Skills:

Communicates clearly, professionally and empathetically with customers/associates

Ability to provide remarkable customer service in all interactions with customers and associates

Ability to think critically and demonstrate decision making skills through appropriate investigation

Ability to handle multiple computer applications while helping customers on the phone in a fast-paced collaborative team environment

Thrives on accountability to your team, your work and your schedule

Working in a collaborative team environment to handle a large volume of work

Highly prefer HS Diploma or GED

About Aerotek:

We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Keywords: Aerotek, Richardson , Mutual Funds CSR, Other , Richardson, Texas

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