Service Professional POST NUMBER: 449926
Job Details:
• Handle complex and escalated issues from financial professionals and customers.
• Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• Utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.
What you need to have:
• 1 year of previous call center experience
• 1 year of proficiency with Microsoft Office tools.
• Must have High School diploma or GED
Really catch our eye with:
• Demonstrate a real passion for providing high level of customer service.
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Top notch communication and interpersonal skills
• Keen eye for detail
• Highly responsive to coaching and training.
• Able to work well independently as well as collaborating with team members and other peers/leaders
• Show an understanding of the Financial Services Industry and our role in it.
• Banking experience
• College degree or equivalent experience
Our top performers share the following traits:
• Adaptable to change in a fast paced environment.
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Team player attitude
• Energetic and results-oriented
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.