Job Summary

Financial Customer Service Representative in Phoenix, AZ

  • Location:
    Phoenix, Arizona
  • Job reference:
  • Category:
  • Contract Type:
    Contract/Temp to Hire

Fortune 500 Investment Company looking to hire an experienced customer service representative at their Phoenix, AZ location!
Duration: 1 year+
Pay: TBD

  • Responsible for handling customer/client/contra calls, opening new accounts, updating existing accounts, customer correspondence, transfer of accounts, wired funds, foreign currency conversion, received/issued checks and stock certificates.
  • Requires previous customer service and data entry experience with a high degree of accuracy.
  • Must be articulate, have a pleasant telephone manner and excellent verbal and written skills.
  • Flexibility is a key aspect of this role and must be equally comfortable with direct client interaction as well as having the ability to network, research and resolve client operational issues.
  • General PC skills required including experience with Word, Excel and Outlook.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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