What are the responsibilities and job description for the Inbound Customer Service Represntative position at TalentBridge?
š Are you a team player who thrives in fast-paced environments? Do you have a passion for delivering exceptional client experiences while working with cutting-edge technology? If so, we want YOU!
Job Overview
We are looking for an enthusiastic Associate Professional to join our Performance and Data Reconciliation (PDR) team. In this role, you'll become a Subject Matter Expert (SME) in Client Reporting, delivering top-tier support to clients. You'll manage data reconciliation tasks, respond to escalated inquiries, and collaborate with internal partners to ensure seamless service delivery. If you have a passion for finance, client service, and continuous improvement, we want to hear from you!
Key Responsibilities
- Become an SME in Client Reporting Applications and software to resolve complex inquiries.
- Manage advanced Client Reporting escalations, serving as a dedicated point of contact for escalated cases.
- Collaborate with team members on 3rd Party Reporting, Reconciliation Processes, and internal projects.
- Provide proactive solutions and continuous improvement recommendations to enhance client experiences.
- Maintain a high level of professionalism, empathy, and effective communication with clients and stakeholders.
- Support internal partners in resolving escalations and adapting to software updates and process changes.
- Participate in team huddles, customer service training, and continuous learning initiatives.
- Maintain a queue SLA of 80% or more, ensuring all inquiries are processed efficiently.
- Identify trends and suggest operational improvements for the PDR team.
What Weāre Looking For
- Strong collaborators who thrive in client-focused, team-oriented environments.
- Passionate individuals who can adapt quickly to changing priorities and encourage innovation.
- Excellent communication and interpersonal skills to engage with clients and internal stakeholders.
- Analytical thinkers with a keen eye for detail and a proactive approach to problem-solving.
Qualifications
- Bachelorās degree in Finance, Business, or a related field is preferred.
- 1 years of experience in financial services, client-facing roles, or operations.
- Strong organizational skills and the ability to manage multiple tasks effectively.
- Prior experience in client service or support roles within the financial industry is a plus.
- Demonstrated ability to work both independently and collaboratively.
- Familiarity with investments, mutual funds, fixed income, and client reporting applications is a bonus.
Preferred Certifications
- Series 99 or Securities Industry Essentials (SIE) is a plus.
- Knowledge of a wide range of investments and client reporting tools.
Why Join Us?
- Cutting-edge technology and innovative tools.
- Dynamic and inclusive culture that encourages creativity and continuous improvement.
- Opportunity to make a meaningful impact by supporting clients in achieving their financial goals.
Ready to be part of a team that is transforming the financial industry?
Apply now to join a company committed to your growth and success!
š We are an Equal Opportunity Employer
We value diversity and are committed to creating an inclusive environment for all employees.
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