- Serve as the first point of contact for clients across phone, email, and chat channels.
- Educate customers on the features and benefits of self-directed retirement products.
- Proactively listen, teach, and provide solutions to complex client inquiries.
- Guide customers through account management processes from start to finish.
- Build trust and rapport while ensuring high levels of customer satisfaction and retention.
- Collaborate with internal teams to resolve issues and represent the voice of the customer.
Problem SolvingCustomer serviceMicrosoft Office+2 more