Financial Services

Financial Assistant •Agents will handle technical support questions via phone, with video capability. •Research, analyze and determine an appropriate course of action for customers. • Interact with customers via phone focusing on software navigation questions as well as assisting customer with locating prior years’ documents. • Serve as ambassador for the brand; take a caring and empathetic approach to customer interactions and/or escalation to a higher level of expertise. • Document all issues, resolutions, and follow up actions.
Training Times Offered:
Monday – Friday 9:00 a.m. – 1:00 p.m. ET
10:00 am. – 2:00 p.m. ET 1:30 p.m. – 5:30 p.m. ET 4:00 p.m. – 8:00 p.m. ET 6:00 p.m. – 10:00 p.m. ET
Equipment: Webcam, Noise Cancelling Headset, i5 (or equivalent), i7 recommended, Win 8.1 (64bit) accepted, Win 10 (64bit) recommended & preferred, Current OS patches (last 15 days), Anti-malware solution with current definitions (15 days), Active firewall, Global Protect 5.0.2. Certain clients may have additional requirements. Prior to selecting a client, you will have access to the Opportunity Announcement which details any additional requirements.