Overview

This is an incredible opportunity to join a well-respected financial publishing company in the Hunt Valley area.

As a Member Services Representative at Roundtable Research, you will be responsible for handling incoming phone call inquiries regarding both educational and transactional matters surrounding our financial publications.

This role offers a large amount of hands on experience and knowledge surrounding a number of finance topics and strategies that are covered in our newsletters.

Member Services Representatives are expected to be knowledgeable on a large array of financial jargon and knowledge surrounding the stock market as a whole in order to provide our subscribers with the proficient service they have come to expect with subscribing to our research. We are not financial advisors, however, we have an excellent training and on-boarding course to put our phone representatives in a position to succeed.

Responsibilities

• Maximize member experience by primarily taking inbound calls, which includes providing assistance navigating our website, ensuring customer satisfaction, providing account overview and maintenance, educating subscribers on current promotions, and Roundtable publications
• Resolve customers’ issues in “one touch.” Therefore, you will be asked to anticipate and/or take proactive measures (based on your continued education of Roundtable products) to offer alternative solutions
• Answer inbound customer service calls to place orders, process cancelations and resolve customer concerns (answer approximately 75-100 calls and resolve 20-50 customer emails each day)
• Keep supervisor informed of trending customer issues
• Prepare correspondence (letters and emails)
• Rely on instructions and pre-established guidelines to perform the functions of the job
• Various other tasks as directed by the manager

Qualifications

• Bachelor’s degree; or in lieu of degree, previous customer service experience is accepted.
• Excellent customer service, written, and telephone skills
• Ability to build rapport with customer base as well as with co-workers and teammates
• Capacity to analyze and manage problem situations
• Experience working in a fast-paced environment, handling multiple tasks simultaneously
• Previous customer service and/or sales experience
• Basic understanding of finance and/or investing
• People oriented and empathetic
• Ability to manage several tasks at once
• Sedentary work that primarily involves sitting/standing
• Visual acuity for reading and using the computer
• Ability to hear
• Ability to freely move about the office
• Ability to use the phone/computer/keyboard/mouse/general office equipment for extended periods of time
• Ability to communicate with others in order to exchange information
• Fluency in the English language

About Roundtable Research:

Founded in 2019 as a joint venture with Stansberry Research, Roundtable Research is the umbrella company for Empire Financial Research, one of the country's fastest-growing publishers of investment research. Our products range from options trading to SPACs, microcap stocks to large-cap stocks, and everything in between.Located in Baltimore, Maryland's historic Mt. Vernon neighborhood, our analysts have run their own hedge funds, beaten the market for decades, appeared on CNBC, Bloomberg, 60 Minutes, the Wall Street Journal, Forbes, and more.

Our commitment to excellence has made us one of the most respected publishers in the financial newsletter industry. Our subscribers include many of the biggest names on Wall Street – including Bill Ackman, Joel Greenblatt, Leon Cooperman, Seth Klarman, and others. We've quickly become one of the most widely followed publishers in the world, with hundreds of thousands of readers and more than 100,000 paid subscribers in less than two years.

Our commitment:

As an employer committed to equal opportunity and a diverse workforce, all qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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