Must be able to function in a professional and efficient manner in an extremely hectic environment. Requires 3+ years prior experience in customer service; may also require specific knowledge of financial regulations or investment products. Advisory - Managed Money
Economic or Finance degree is strongly preferred
Prior experience must be financed focus as this role closely focused on the market.
Respond to an extremely large volume of calls that enter the servicing area. May require familiarity with Turret phones or other large multi-line phone system. Requires the ability to handle several calls at once and take concise and accurate messages.