Description
The Associate will support an inbound customer service team by answering calls, providing accurate information about financial products and services, assisting with account updates and troubleshooting, escalating complex issues, maintaining confidentiality, documenting interactions, and collaborating with cross-functional teams. The role requires a high school diploma or equivalent, 1–2 years of customer service or call center experience, strong communication and problem-solving skills, computer and CRM proficiency, and the ability to work effectively in a fast-paced environment.
