About the Role
Build client relationships by researching, analyzing and resolving service requests and complaints as well as review client accounts to retain business and pursue potential cross-sell opportunities
Inside Sales
Utilize your financial industry knowledge, training and/or experience to provide guidance to customers across our product portfolio following assessments of their current personal financial situations
Contact Center Operations
Actively engage in a spectrum of shared services, including training, workforce management, quality assurance, business and operations analytics, project management and administrative sales and service support