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Virtual Customer Service Associate II (Retirement Plans) - Houston Texas
Company: Disability Solutions Location: Houston, Texas
Posted On: 01/12/2025
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : General Equivalency Diploma Travel Percentage : 0%Job DescriptionAbout the role:Our team of Customer Service Associates provide a world-class level of customer service to our financial customers. It will be important that you ensure service expectations are met while establishing a professional rapport with each customer. We believe our clients and customers are the most important aspect of our business, and our determination to be the best that FIS has to offer rings true with each team member through training, knowledge, and a desire to excel in the financial world. No financial services experience is required. Our diverse associates-new graduates and career changers alike-come from a variety of backgrounds. A college degree, computer skills, stellar problem- solving abilities and the necessary interpersonal skills to be successful in a phone environment are strongly recommended.What you will be doing: - Connect people with solutions that help them reach their financial goals through a consultative conversation via the phone.
- Take ownership of customer requests by navigating through the nuances of their situations
- Actively listen to understand the underlying needs of a customer's request
- Understand the suite of products and services available across multiple channels (digital, face to face, high net worth, etc.) and position appropriate solutions based upon the customer's need.**Training schedule will vary. 8am-5pm est. Must be flexible to work the assigned shift based on business needs.**This is a hybrid role for those who are local to our Jacksonville, Florida office site. You will be required to work on-site during your scheduled shift. (TBD)---Spanish bilingual applicants encouraged to apply, but not required.What you bring:
- College degree is preferred.
- Minimum education accepted is a High School Diploma or GED
- Customer service experienceAdded bonus if you have:
- The ability to tenaciously solve problems with tact, efficiency, and follow through to identify opportunities to improve operational process and procedures.
- The ability to exercise scrutiny when confronted with conflicting information.
- The desire to explore a broad array of opportunities across our organization which you can explore after fulfilling the tenure requirements of your role.What we offer you:
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