Sterling Trust
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Job Location: Waco, Texas
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Job Description:
Join a non-traditional Call Center Environment where learning and having fun at what you do are just part of our call center dynamics. We are looking for energetic, hard working individuals who take pride in their work and are dedicated to providing world class customer service. If you would like a new approach to the service industry and believe the Client is your ultimate boss, come join our Client Services Team.
Summary
This position supports and guides our clients through the exhilarating world of non-traditional investment opportunities. The Client Service Representative spends their time handling telephone calls from existing clients opening their eyes to endless investment opportunities. Our Client Service Representative educates our clients on the feasibility of investments within IRS rules and regulations. In addition to building long lasting relationships, our Client Service Representative provides world class service to every client, ensuring quality of the client experience.
Primary Job Responsibilities/Functions:
- See and embrace our vision to be the most valued company in our clients’ eyes
- Responsible for assisting our client’s with inquiries about building tax free wealth within their IRAs
- Provide knowledgeable answers with regard to IRS guidelines
- Accurately document client calls.
- Solve issues and multitask while handling client calls.
- Attend continuing education seminars.
Essential Knowledge/Skills/Abilities:
- Excellent client interaction and customer service skills.
- Attention to detail.
- Excellent phone etiquette
- Effective written and verbal communications.
- Strong computer skills.
Essential Education/Training/Work Experience:
- High School Diploma or equivalent work experience.
- Prior Client Service experience a plus.
How To Apply:
NOTE: No relocation, fees or sponsorships.
Human Resources
Sterling Trust
7901 Fishpond Rd.
Waco, TX 76710
Phone: 254-399-5200
Fax: 254-751-7734
Sterling Trust Company is an Equal Opportunity Employer. We encourage eligible and qualified applicants to apply regardless of race, color, religion, sex, national origin, age, disability, or veteran status.
Please submit resume to:
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