Job description

Team and Opportunity

This role will come on board and join our growing investment firm to answer client requests and manage interactions to resolve client needs. This role is responsible for delivering a high quality of service to existing and new Regal Investments clients and also to service our future Regal Investments members.

Core Responsibilities

• Serve as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves complex account issues and handles escalated issues from the team and via third-party providers.
• Ensures the completion of deliverables for assigned tasks as needed to support the team's daily objectives and oversight activities.
• Follows standardized procedures to meet client needs. May conduct research for complex requests.
• Documents client and team feedback in support of service improvement efforts within the business.
• Recognizes opportunities and recommends process improvements to gain efficiencies and ensure quality.
• Uses a consultative approach to position products and services to clients.
• Provides support and guidance to other members of the Personal Experience team to achieve highest levels of performance. Assists with training and is cross-trained and able to provide coverage as required.
• Develops and maintains proficient knowledge of Regal Investments products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
• Performs day-to-day oversight of third-party providers.
• Participates in special projects and performs other duties as assigned.

What we are looking for

• Minimum of three years related work experience in sales and customer service. Experience in client services, preferably in contact center environment preferred.
• Demonstrated client first mentality, ensuring outcomes are met to deliver top tier service to all clients.
• Strong analytical capabilities, research and time management skills. Proficiency in client services and procedures preferred.
• Ability to develop and maintain relationships with external providers and internal partners.
• Demonstrated ability to function in a fast paced, ambiguous environment working with multiple business partners and diverse responsibilities.
• Undergraduate degree or equivalent combination of training and experience required.

Hours: 40 per week

Job Types: Full-time, Part-time, Contract

Job Types: Full-time, Contract

Salary: $31.39 - $35.50 per hour

Expected hours: 10 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 1 year

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in New York, NY 10007