Inbound Calling Executive - Remote Customer Service Representative for Financial Advisors and External Clients

Join Workwarp's Service Group Client Services as a Remote Inbound Calling Executive

Workwarp is a dynamic company that is revolutionizing the way businesses operate. We're seeking a highly skilled and experienced Inbound Calling Executive to join our Service Group Client Services team on a contract basis. As a remote customer service representative, you'll play a critical role in providing top-notch support to our internal clients, including Financial Advisors and assistants, as well as external clients.

About Our Company and Industry

Workwarp operates in the financial services industry, providing innovative solutions to firms and financial advisors. Our Service Group Client Services team is dedicated to delivering exceptional customer service and support to our clients, ensuring their needs are met, and their expectations are exceeded. As a remote Inbound Calling Executive, you'll be an integral part of this team, working closely with our clients to resolve their inquiries and provide them with a seamless experience.

Key Responsibilities

• Answer inbound calls from internal clients at the branches, providing timely and effective support.
• Educate clients on account services and capabilities, ensuring they have a comprehensive understanding of our offerings.
• Troubleshoot basic computer issues for tier 1 support, documenting and ticketing calls as necessary.
• Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks and prioritizing multiple requests.
• Demonstrate strong organizational skills, attention to detail, and excellent follow-up skills to ensure client issues are resolved.
• Maintain a superior customer-centric focus, with a proven ability to thoroughly resolve customer inquiries and exceed client expectations.

Essential Qualifications

To succeed in this role, you'll need:

• Call center experience, preferably in a financial services or related industry.
• Proficiency in Microsoft Office Suite, with excellent troubleshooting skills.
• Strong organizational skills, attention to detail, and excellent follow-up skills.
• A customer-centric focus, with a proven ability to resolve customer inquiries effectively.
• Basic understanding of computer networking and troubleshooting skills for monitor, speaker, mice, and keyboard issues.
• Ability to use remote access tools to assist clients and troubleshoot issues.

Preferred Qualifications

While not essential, the following qualifications are highly desirable:

• Experience with Citrix, Good for enterprise, or Active Directory.
• Windows 7 navigation skills and familiarity with other Windows operating systems.
• Outlook and Microsoft Office troubleshooting skills.
• Knowledge of remote access tools and ability to use them to assist clients.

Skills and Competencies

To excel in this role, you'll need to possess the following skills and competencies:

• Excellent communication and interpersonal skills.
• Strong problem-solving and analytical skills.
• Ability to work in a fast-paced environment, prioritizing multiple requests and managing competing demands.
• Proficient in using technology, including Microsoft Office Suite and remote access tools.
• Customer-centric focus, with a proven ability to resolve customer inquiries effectively.

Career Growth Opportunities and Learning Benefits

At Workwarp, we're committed to helping our team members grow and develop their skills. As a remote Inbound Calling Executive, you'll have opportunities to:

• Develop your customer service and communication skills.
• Enhance your technical skills, including troubleshooting and problem-solving.
• Gain experience working in a fast-paced, dynamic environment.
• Build your knowledge of the financial services industry and our company's services and capabilities.

Work Environment and Company Culture

As a remote team member, you'll be working from the comfort of your own home, with the flexibility to manage your work schedule. We're a dynamic and supportive team, committed to delivering exceptional customer service and support to our clients. Our company culture is built on the principles of:

• Collaboration and teamwork.
• Innovation and continuous improvement.
• Customer-centric focus.
• Flexibility and adaptability.

Compensation, Perks, and Benefits

We offer a competitive salary and a comprehensive benefits package, including:

• A competitive contract rate.
• Opportunities for professional growth and development.
• A flexible, remote work environment.
• A supportive and dynamic team.

How to Apply

If you're a motivated and experienced customer service professional looking for a new challenge, we want to hear from you. Please submit your application, including your resume, to [email protected]. We can't wait to discuss this opportunity further and explore how you can contribute to our team's success.

Join our team today and take the first step towards a rewarding and challenging career as a remote Inbound Calling Executive with Workwarp's Service Group Client Services team.