Customer Service Representative

  • Full-time

Company Description

One of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

Job Description

  • Assists customers with questions or issues regarding their accounts received via phone and/or correspondence
  • Calls are predominantly routine but may require deviation from standard screens, scripts, and procedures
  • Uses computerized system for tracking, information gathering, and/or troubleshooting
  • Requires advanced knowledge of the organization, products and/or services
  • Must have good communication and problem-solving skills
  • May research issues or transfer to a research function
  • May involve cross selling or up selling of other financial products
  • Handles customer calls with somewhat more complexity

Qualifications

  • Generally, has more than 1 year of experience

Additional Information

This position has an initial contract of 6 to 12 months contract in the Brea, CA. Must meet qualifications to be considered. 

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