<p>We are looking for a dedicated Customer Complaint Specialist to join a team on a long-term contract basis in Lake Mary, FL. In this role, you will play a key part in ensuring customer satisfaction by addressing concerns and providing timely solutions. This position requires strong technical skills and the ability to multitask effectively.</p><p><br></p><p>Responsibilities:</p><p>• Investigate and analyze customer information to identify the source of complaints.</p><p>• Direct complaints to the appropriate team for resolution.</p><p>• Communicate solutions and findings back to customers in a clear and precise manner.</p><p>• Utilize multiple systems and tools simultaneously to manage and resolve customer issues.</p><p>• Maintain accurate records of customer interactions and resolutions.</p><p>• Collaborate with internal teams to ensure complaints are handled efficiently.</p><p>• Enhance customer satisfaction by providing timely and effective responses.</p><p>• Draft well-crafted email correspondence to address customer concerns.</p>
<p>We are looking for a Client Services Representative to join a team in Winter Park, Florida. This position offers a dynamic opportunity to support clients while utilizing your administrative and technical expertise in wealth management platforms. If you excel at providing exceptional client service and thrive in a fast-paced environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact for incoming client inquiries, ensuring exceptional service and support.</p><p>• Handle incoming calls professionally, addressing client needs and resolving issues efficiently.</p><p>• Utilize various wealth management software platforms such as RedTail, WealthScape, Envestnet, and eMoney to assist clients.</p><p>• Perform administrative tasks with proficiency in Microsoft Office applications.</p><p>• Collaborate with team members to ensure seamless client experiences.</p><p>• Maintain accurate records and documentation in compliance with organizational standards.</p><p>• Support clients in navigating financial tools and resources provided by the organization.</p><p>• Stay updated on industry trends and software updates to enhance service quality.</p><p>• Assist with tasks related to life and health agent licensing when applicable.</p>
