CI20 - Contact Center Customer Service Inbound II

Company: Kelly
Location: Lawrence
Posted on: May 8, 2020

Job Description:

APPLY TODAY**Positions avaliable May 2020**

Role Overview

As an Investor Services Representative, you will be responding to caller inquiries with an expected high level of accuracy, while providing an excellent quality customer service experience. This position is an excellent entry level opportunity that will have you professionally interacting with shareholders, brokers and dealers in our inbound call center.

Responsibilities

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• Provide internal and external customers with full-service solutions and comprehensive transfer agency and/or shareholder services.
  
  
• Daily work includes call center activity, transaction processing/data entry, customer correspondence, and quality assurance.
  
  
• Maintain records for customers (e.g. shareholders, broker/dealers, third-party entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.
  
  
• Process financial and non-financial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industry-related products/systems.
  
  
• Associates within this role evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, and/or legal regulations.
  
  Training Hours: M - F 8:00 - 4:30 pm
  
  Work hours may vary between 7:00 - 6:00 pmWhy Kelly--?As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.About Kelly--At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
  
  Kelly is an equal opportunity employer committed to employing a diverse workforce, including, but not limited to, minorities, females, individuals with disabilities, protected veterans, sexual orientation, gender identity. Equal Employment Opportunity is The Law.]]

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