Customer Support/Account Rep – Sr

• Establish and maintain effective relationships in order to deliver world class service to our clients.
• Handle incoming phone calls and written queries from financial advisors and branch employees related to Retirement Services.
• Utilize various internal and external resources and tools to provide information and resolve issues.
• Follow established procedures to process requests, route for processing requests to the appropriate teams, and to escalate requests/inquiries for further research.
• Meet team and department service goals as established by MSSN management.
• Attention to detail
• Ability to multi-task and manage time effectively
• Ability to establish and maintain positive client relationships
• Ability to diagnose and solve problems creatively
• Ability to recognize and diffuse potential issues and/or difficult interactions
• Excellent communication (written and oral) and listening skills
• Desire and ability to learn quickly and apply knowledge to various situations
• Bachelor’s degree or minimum 2 years financial industry experience