Financial Services Account Associate II

1 dzień temu

Poznań, Greater Poland Jobs for Humanity Pełny etat
About the Role:

We are seeking a highly skilled and motivated Financial Services Account Associate to join our team. As a valued member of our team, you will be responsible for delivering a positive customer experience in a metric-driven environment.

You will be handling customer inquiries and resolving complex issues, completing account maintenance, and processing transactions for mutual fund account holders and financial professionals.

About the Team:

Our Customer Service Team is part of the Capital Markets group and supports the Franklin Templeton Investments customer base. Our team includes 100+ associates who work virtually in multiple locations and are well-trained with a desire to provide superior financially driven customer service.

Key Responsibilities:
  • Providing customer service to U.S. customers via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system.
  • Working from home is an option, and you will be required to identify a location from which you can maintain the confidentiality of customer account information.
  • Full-time position working an eight-hour per-day schedule of 2:30pm – 11:00pm CET or 5:30pm – 2:00am CET, (Monday through Friday) after the completion of training.
  • Participating in ongoing training and staying abreast of financial regulatory changes.
Requirements:
  • High proficiency in spoken English and ability to communicate.
  • Strong technical skills ability to multitask, troubleshoot, and navigate various systems at once.
  • High-speed internet with ethernet access.
  • Ability to productively handle inbound telephone calls and meet performance goals.
  • Ability to work independently and in a team environment.
  • Investment industry or financial experience is a plus.
  • College degree (or currently working towards one) or financial customer service experience desired.
What We Offer:
  • 100% virtual training for 5 to 6 weeks. You will be expected to be on camera during training.
  • Attractive benefits include private health care, life insurance, pension plan, lunch card, gym, office canteen discounts, language training, online training database, and LinkedIn Learning.
  • Inclusive and diverse team atmosphere.
  • Professional and personal development.
  • Resources to contribute to your community.
  • Contract of employment.

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