Participant Service Representative
Manage daily volume of inbound calls and emails from participants, providing ‘white-glove’ customer service and addressing both their equity compensation and broader financial needs. Address participant concerns to their satisfaction and to take ownership of problems that require additional research. Balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships. Partner with Financial Consultants to generate needs-based referrals that are the result of engaging & providing superior service to participants.
Positive and professional customer service attitude and capability
6-12 months of experience in a financial service to sales environment, preferred
Ability to work flexible shift assignments and additional hours as required when business needs dictate (this position is eligible for overtime pay)
MS Word
Record Keeping Skills
Time Management Skills
MS Excel skills
Verbal communication
Prioritizing skills
written communication
Adaptability
Detail Oriented and Organized
Multi tasker
According to JobzMall, the average salary range for a Participant Service Representative in 200 Civic Center Dr, Sandy, UT 84070, USA is between $31,000 and $37,000 per year. This range may vary depending on the company and the employee’s experience and qualifications.
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E-Trade Financial Corporation offers an electronic trading platform to trade financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds, and fixed income investments.
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