Provides the first point of contact for advisors, clients, or relationship partners regarding service issues, requests, policies, procedures, account information, and self-service issues on behalf of Columbia Threadneedle Investments.
Communicates directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone.
Educates clients and advisors on the company's systems, processes, and policies.
Responds to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.
Excellent customer service skills that include the ability to explain complex policies or concepts in a straight forward, easy-to-understand manner.
Strong written and spoken communication skills.
Demonstrated ability in managing multiple priorities in a fast paced environment.
Previous customer service experience strongly preferred; product specific or financial services industry experience preferred.