• 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