Customer Service Agent

Are you detail-oriented and passionate about helping people navigate their private banking journey? Join our team as a Customer Service Agent and play a vital role in ensuring smooth, efficient online application processes for our clients.

Key Responsibilities:

• Follow up with customers
  
• Proactively track the status of submitted applications
  
• Communicate with customers about any issues that need attention
  
• Engage with clients by answering their questions about the status of their applications
  
• Collaborate effectively with our sales team to gather all essential information
  
• Partner with other departments to ensure we obtain any additional documentation needed for a smooth process
  

Requirements

• Very detail-oriented 
  
• Clear communication 
  
• Strong organizational and time management skills
  
• Basic knowledge of insurance terms and products
  
• Follow-up discipline
  

Must Haves:

• Financial services or private banking experience Preferred
  
• Home office set-up 
  
• Fast internet speed 
  

Benefits

• Remote Work – No commute, work from anywhere
  
• Career Growth – Opportunity to scale with a fast-growing team
  
• Ongoing Training & Support – Stay ahead in the industry