Job Overview:

We are seeking temporary candidates with 2-3 years of exceptional customer service experience for a Research Case Management role. This position involves providing support to both internal and external customers regarding financial products and services.

Job Details:

The ideal candidate should have a background in the financial industry and possess top-notch customer service skills to effectively address inquiries and complaints.

Responsibilities:

• Support internal and external customers with inquiries and complaints related to financial products and services.
• Determine appropriate actions, conduct investigations, process complex transactions, and resolve client issues.
• Review complaints for regulatory compliance, classify risks, and ensure customer concerns are addressed.

Requirements:

• 2-3 years of experience in the financial industry.
• Demonstrated top-notch customer service skills.
• Ability to show empathy towards customers.
• Proficiency in managing multiple systems simultaneously.

Benefits:

• Competitive hourly rate of $20+.
• Opportunity to gain valuable experience in the financial sector.
• Potential for professional growth and development.

Other Details:

This position offers the chance to enhance your customer service skills and contribute positively to support both internal and external stakeholders in San Mateo, California.

We encourage qualified candidates to apply and join our team for a rewarding and engaging experience in the financial industry.