As Stockpile enters an expansion phase for its very exciting and innovative product offerings, we are seeking an experienced Client Service/Operations Representative in a temporary capacity to help position the company for future growth and success. This position requires the applicant to remain flexible; a willingness to take on daily tasks in potentially multiple customer requirements as needed. The ability to be proactive, go above and beyond to satisfy our clients. Must be comfortable discussing company product offerings, answering complex product features and focused on customer retention.

The ideal candidate will have previous customer service or operations experience in financial services or retail environment. Must be a quick learner, willing to provide in-depth information regarding our product offering, ability to understand and answer brokerage account and trading inquiries, clearly explain policies and services via telephone and written correspondence. Relationship building and customer retention techniques are essential to be successful in this position. Must display an ability to work with others, coachable, and thrive in a highly functional healthy work atmosphere.

Responsibilities

• Provide assistance to online Customers by answering phone calls, responding to emails and live chats within a fast-paced call center environment
• Troubleshooting basic technical issues and assisting customers having trouble accessing the Stockpile offering
• Process information associated with client account(s), research more complex issues to correct/minimize customer concerns
• Ability to remain flexible when required to work on multiple projects and various departmental functions
• Provide excellent customer service in a professional manner while offering unique customer solutions
• May be asked to collaborate with customer service and/or operations teams to perform required work
• Understand, comply, maintain and reinforce FINRA regulatory compliance, firm policies, procedures and guidelines
• Other career-enhancing duties assigned

Knowledge & Skills

• Exhibit passion, desire and willingness to deliver an exceptional customer experience during each and every customer interaction
• Effectively recognize the opportunity to retain customers and proactively cross sell Stockpile products and services
• Working knowledge of Microsoft Office products and intermediate computer skills
• Typing skills: Ability to type a minimum of 20 words a minute
• Professional writing skills with good composition, grammar and punctuation
• Ability to handle a large number of phone calls with an upbeat demeanor daily
• Operations experience, especially in setting up new accounts and cashiering functions, would be a plus.
• Excellent oral and written communication skills with the ability to convey complex financial concepts in an easy to understand manner
• Ability to work independently and within a team environment
• Flexibility to handle multiple customer issues while working under strict time constraints
• Organizational skills, detail-oriented, accuracy, and efficiency are critical qualities to service customer needs in this position
• Strong communicator who can effectively process customer requests in a timely efficient manner
• Strong organizational skills, detail-oriented and highly efficient
• Approach all job responsibilities, with a sense of urgency, throughout the entire work shift
• Ability to exercise independent thought and judgment while adapting to new tasks with little notice

Working Conditions

• Ability to sit and work on a computer for a significant period of time
• Focused visual concentration and attention to detail when entering customer information on the computer
• Working environment provides minimal exposure to discomfort or risk to safety. Applicants are expected to have their home office set-up except laptop (provided for by Company)
• Requires some bending, lifting, and repetitive motions
• Work hours may regularly exceed a 40-hour workweek
• Ability to work evenings, overtime, or over the weekend and holidays when or if necessary
• Willingness to work within a remote "call center" environment and open to occasional shift changes to meet business demands.

A progressive opportunity that may convert to a regular fulltime role depending on success. This role is employed through a third party payroll company

$19 – $22 an hour