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Investment Advisor Assistant

Rocky Hill Advisors
locationPeabody, MA 01960, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

We are seeking a Customer Service Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.

Responsibilities:

  • Handle client Service
  • Provide information related to accounts
  • Resolve Client and Account issues as needed
  • Document and update customer records based on interactions
  • Develop and maintain a knowledge base of the evolving products and services

Qualifications:

  • Previous experience in customer service, sales, or other related fields
  • Reasonable technological abilities
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills
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