Customer Service Representative

Vaco Staffing
November 6, 2021
Jacksonville, FL
Job Type


Basic Job Purpose: Positioned in a call center environment; provide inbound service to multiple prepaid and investment customers and process transactions as required.
Essential Functions:

  • Responsible for customer service functions to include; answering inbound phone calls from prospective and existing customers and/or placing outbound calls
  • Assist potential customers with enrollment inquiries
  • Understand and explain complex rules and regulations of each plan to customer(s)
  • Research and respond to financial inquiries for customers; managers and client representatives
  • Periodically have input into process improvement for customers; managers and client representatives
  • Provide the highest level of service to customer and clients to meet or exceed defined service level agreements (SLA)
  • Other duties as assigned

Education; Experience and Skills: A minimum of one year; preference of three (3) years customer service experience in the financial services (banking and/or money management) industry; with emphasis on investment/financial account maintenance and customer service activities. Excellent oral and written communication skills; attention to detail; analytical skills; customer service orientation; proficiency with excel and word; and a professional demeanor is required. A high school diploma or the equivalent is required.

Physical Activities/Working Conditions:
Full time sitting; keyboard and mouse work; telephone work with headset

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