Inbound Calling Executive - Remote

Remote, USA Full-time Posted 2025-07-31

Job Title: Inbound Calling Executive - Remote
Location: Las Vegas, NV
Term: Contract
? Answer inbound calls from our internal clients at the branches.
? Educate clients on account services and capabilities
? Have basiccomputer troubleshooting skills for tier 1 support and document and ticket calls.
? Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
? Have strong organizational skills, attention to detail, and excellent follow-up skills
? Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Work schedule: Monday - Friday. Two shift times are available. 9am- 6pm and 10am to 7pm Eastern (preferred shift). 100% remote

You'll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you'll play an important role in providing excellent service to our internal clients, the branches and external clients.

Your expertise
? Call center experience is desired
? Detail oriented (nothing gets past you)
? Proficient in Microsoft Office Suite
? Citrix, Good for enterprise, or Active Directory is a plus
? Windows 7 navigation skills
? Basic understanding of computer networking
? Monitor, speaker, mice and keyboard troubleshooting, ETC.
? Know how to use remote access tools to assist clients
? Outlook and Microsoft office troubleshooting skill
Please send resumes to [email protected]

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Inbound Calling Executive - Remote

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