Service Specialist II

Service Specialist II

Work closely with branch-office teams and/or clients in response to incoming telephone calls and written correspondence by solving problems and providing easy access to information, professional and courteous support, as well as reliable solutions. Associate will not provide solutions, guidance, and/or recommendations on the suitability of investments as it pertains to clients.

Complete necessary training and keep up to date on changes in process or information necessary to the do the job. Responsible for continually learning on the job through daily department emails, team/department meetings, and Continuing Education sessions.

Contribute to the overall success of the team/department by acting as a resource for others and by owning/supporting new initiatives, projects, or process changes.

Identify opportunities for improvements or enhancements within the team/department.