Park Avenue Securities Customer Service Associate
Are you looking for a great career with paid benefits from day one, opportunities for career growth, and a chance to advance professionally? Join Park Avenue Securities as a Customer Service Associate! Our Customer Service Specialists provide support to financial professionals and clients via inbound calls to our Service Desk Team. Inquiries range in complexity but center around the servicing and care of brokerage and advisory accounts.
Note: This position will have a projected starting pay rate of $27.50 per hour, with a 3% annual bonus target.
Join us and build a career with our financial services and wealth management team. Apply today!
Key Responsibilities:
- Accurately answer and research/resolve phone, email, and chat inquiries from financial professionals and clients regarding a wide array of wealth management operational topics, including new account setups, transfer of assets, mutual funds and annuities, stocks and bonds, qualified and non-qualified plans, as well as brokerage and advisory platform/tools/system navigation and troubleshooting.
- Provide guidance to financial professionals and clients in reviewing documents being submitted for processing and ensure accurate completion of all applicable sections. Establish clear expectations of the next steps that will need to occur to complete/resolve an inquiry and de-escalate concerns as necessary.
- Successfully navigate multiple computer programs while simultaneously managing call flow and providing a best-in-class service experience.
- Adhere to established procedures to properly verify callers, obtaining correct data points or Personally Identifiable Information (PII) to ensure information is provided to the appropriate party.
- Thoroughly and accurately document details of all interactions, in a timely manner, using our internal tracking system.
- Meet and/or exceed individual and team performance metrics, including established Quality and Customer Survey goals, while adhering to established team schedule.
- Be a positive change agent, proactively seeking out process improvements and challenging the status quo to improve the way we do business and continuously raise the bar.
Qualifications:
- Technological prowess and demonstrated understanding of computer programs.
- Strong organizational skills and the ability to multitask.
- Motivation to learn, be coachable, and adapt to new processes and systems.
- SIE certification required or willingness to obtain within 90 days.
- Wealth management service experience not required.
- College degree or relevant work experience.
- Excellent analytical, verbal, and written communication skills, with a strong sense of accountability.
- Positive attitude and dedication to providing superior customer service in a team environment.