Investment Specialist
Kforce Inc

Job Info

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RESPONSIBILITIES:

Kforce's San Antonio, TX client is seeking talented Investment Specialist to work in their beautiful contact center.Summary:In this role, you will take inbound calls, to help the customer with various questions regarding their financial accounts. There is huge growth potential in this company, amazing leadership, and excellent training, as well as exceptional benefits. We are looking for experienced representatives with excellent customer service and financial services experience.Description of Position:

• Deliver best-in-class guidance and service to the customer
• Ability to retain and nurture relationships
• Educate potential and existing members/clients about investment products and services
• Maintain current knowledge of products, policies and services while keeping abreast of financial markets and regulations
• Deliver on performance goals by uncovering additional client needs and deepening existing relationships

REQUIREMENTS:

• Demonstrated passion and interest in helping customers and in financial markets
• Excellent customer service skills with the ability to actively listen to customer
• Ability to multi-task in a dynamic environment
• Requires basic knowledge of the organization, products, and services
• Excellent verbal and written communication skills
• Proven ability to meet and exceed productivity and performance goals
• Ability to adapt and seek solutions for members/clients in a fast-paced environment
• Focus on member/client satisfaction

Preferred Skills/Designations:

• Relevant Financial Designation
• 1+ years of financial industry experience is required
• Call center experience is required
• Previous investment or brokerage experience is a plus

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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