Role:CSR
in-office role 5 days per week
We will begin shortlisting on 12/22/2025 and then will start to schedule interviews from 12/29 – 1/9/2026 allowing 3 weeks for background ahead of the 2/2/2026 start.
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. May require 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. May require an associate's degree and 2-4 years of experience in the field or in a related area.
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. May require 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. May require an associate's degree and 2-4 years of experience in the field or in a related area.