Related skills
communication customer service teamwork organization scheduling📋 Description
- Scheduling bulk telephone consultations for client teams
- Manage multiple client requests and respond promptly
- Coordinate with advisors and clients to confirm consultations
- Leave messages and follow up to expedite scheduling
- Maintain updated status of client consultations
- Qualify Advisors via questionnaire for suitability
🎯 Requirements
- 1-3 years in high call-volume environment
- Work authorization required
- Attention to detail and strong follow-up
- Aptitude for developing systems of organization
- Excellent time management and multi-tasking
- Team-oriented and able to work independently
🎁 Benefits
- 15 PTO days, 10 holidays, 5 sick days
- Comprehensive medical, dental, and vision
- 10% 401(k) match, life insurance, paid time-off and parental leave
- Commuter benefits and corporate gym rate
- LinkedIn Learning development opportunities
- Casual environment with team events and remote option
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