Provide world-class, specialized phone service to high-priority advisors, clients, or other relationship partners to innovatively and successfully resolve customer-initiated service issues. Respond to more complex issues (which may be related to basic investment products, general securities products, or insurance products) escalated from service teams, and take a lead role in communicating resolution status updates to appropriate parties. Proactively initiate customer contact to ensure the highest possible quality of customer service.
Responsibilities
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