Financial Service Professional
Job Category :
Client Service and Support
Program type :
Position Located :
As a Financial Services Professional, you will be an ambassador of PSS helping to educate and solve problems for thousands of clients. Your career will start in an inbound contact center taking numerous calls from our retail clients (individual investors) on a variety of topics. Our goal is that you are able to achieve client loyalty based on service. Some of the unique aspects about this role and the support you receive to achieve this include non-scripted calls and a focus on providing you direct feedback and coaching. We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction.
Throughout these conversations you will:
Educate clients: Engage clients in discussions involving market conditions, trends and providing investment education;
Be an advocate for clients: Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future;
Use investigative skills: Resolve client issues by leveraging technology and business experts within PSS to identify efficient and effective methods to meet client goals;
Be consultative: Recommend solutions, when appropriate, to clients which align to their goals and promote PSS growth.
Skills and experience:
Resilient attitude to help achieve client satisfaction in a continuous call environment;
Ability to adapt and implement changes as market and business conditions evolve;
Ability to establish trust and rapport with clients over the phone;
Robust consulting, influencing and client engagement skills;
Desire to work in a collaborative team-based culture;
A drive to constantly improve the client experience;
Bachelor's Degree highly preferred.