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Investor Services Specialist at Colonial First State
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Empathy, Communication, Active Listening, Problem Solving, Superannuation Knowledge, Investment Knowledge, Pension Knowledge, Fast Paced Environment, Coaching, Feedback, Data Entry, Conflict Resolution
Specialization
A passion for exceptional customer service and empathy is required, with experience in retail, hospitality, or contact centers being desirable. Candidates must possess excellent communication skills and the ability to thrive in a fast-paced, results-oriented environment.
Wellbeing Services - Dalmeny at IRT Group
Eurobodalla Shire Council, New South Wales, Australia - Full Time
Skills Needed
Program Planning, Activity Implementation, Elderly Care, Resident Well Being Enhancement, Emotional Support, Social Needs Assessment, Physical Needs Assessment, Cultural Sensitivity, Spiritual Values Consideration, Communication, Teamwork, Prioritization, Empathy, Creativity, First Aid
Specialization
Successful candidates must possess a Certificate III in Aged Care or an equivalent qualification with verified competencies, along with a current First Aid Certificate or willingness to obtain one. Essential attributes include initiative, creative flair, excellent communication skills, teamwork ability, and a strong passion for supporting older Australians.
Guest Services Representative at Dreamscape Hospitality
Bradenton, Florida, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Billing And Payment Processing, Concierge Services, Communication Skills, Interpersonal Skills, Multitasking, Computer Literacy, Hotel Reservation Software
Specialization
A high school diploma is required, with hospitality training or previous customer service experience preferred. Candidates must possess strong communication skills and the ability to work flexible hours, including weekends and holidays.
People Services Specialist I at Aecom USA
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Human Resources Support, Employee Relations, Hr Compliance, Hr Systems, Regulatory Knowledge, Judgment, Problem Solving
Specialization
Requires standard HR knowledge and techniques to handle typical employee relations and HR system details. Ability to recognize discrepancies and coordinate with supervisors on non-routine problems is expected.
Experience Required
Minimum 2 year(s)
Hospital Services Technician at WM
, South Carolina, United States - Full Time
Skills Needed
Customer Service, Waste Management, Communication Skills, Time Management, Kpi Tracking, Independent Work, Healthcare Facility Operations, Driving
Specialization
Candidates must have a high school diploma or GED and at least 2 years of related experience, preferably in customer service. A valid driver's license, reliable transportation, and the ability to lift up to 55 pounds are required.
Experience Required
Minimum 2 year(s)
Technical Services Specialist at Abbott Laboratories Limited
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Technical Troubleshooting, Written Communication, Case Documentation, Customer Support, Diagnostics Knowledge, Software Troubleshooting, Hardware Troubleshooting, Network Connectivity, Tcp/Ip Utilities, Ms Office, Windows Os, Mac Os, Vpn, Remote Access, Analytical Thinking, Problem Solving
Specialization
Requires a Bachelor's degree or 3 years of related IT/Quality/customer support experience and fluency in English, French, and Spanish. Preferred candidates have experience with medical device diagnostics, hospital data management systems, and network troubleshooting tools.
Experience Required
Minimum 2 year(s)
Student Services Coordinator at RFK Community Alliance
Lancaster, Massachusetts, United States - Full Time
Skills Needed
Staff Leadership, Program Management, Crisis Intervention, Student Support Planning, Behavioral Management, Trauma Responsive Practices, Personnel Policy Compliance, Quality Improvement, Interviewing, Conflict Resolution, Case Management, Scheduling
Specialization
A bachelor's degree and experience in human services or working with youth with disabilities are preferred. Candidates must be compassionate leaders skilled in trauma-responsive practices and behavioral interventions.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator at PT Solutions
, Indiana, United States - Full Time
Skills Needed
Insurance Verification, Prior Authorization, Patient Scheduling, Payment Reconciliation, Hipaa Compliance, Customer Service, Physician Referrals, Benefits Management, Administrative Coordination, Healthcare Communication
Specialization
Candidates must have at least a High School diploma or GED. One to two years of customer service experience is required, with a preference for those with healthcare experience.
Customer Services Specialist at Lifepoint Health
Pasco, Washington, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Medical Records Management, Referral Processing, Patient Registration, Interpersonal Communication, Time Management, Organizational Skills, Office Equipment Operation
Specialization
A high school education and two years of hospital or clinic experience are preferred. Candidates must demonstrate a positive attitude and strong interpersonal skills for guest interaction.
Experience Required
Minimum 2 year(s)
Engineering Services Manager at HEARTLAND BUSINESS SYSTEMS LLC
Little Chute, Wisconsin, United States - Full Time
Skills Needed
Leadership, Decision Making, Coaching And Development, Technical Aptitude, Accountability, Adaptability, Detail Orientated, Organized, Persistence, Ambition, Delegating Responsibility, Motivation
Specialization
Candidates should have 5+ years of experience in a technical field, with a preference for 6-8 years and leadership experience. A bachelor's degree and relevant technical certifications are required, along with experience in designing and architecting network or systems solutions.
Experience Required
Minimum 5 year(s)
OUTSIDE SERVICES-CLIFTON PARK at Classic Five Golf Courses
Baltimore, Maryland, United States - Full Time
Skills Needed
Customer Service, Verbal Communication, Golf Course Operations, Pace Of Play Management, Equipment Maintenance, Safety Commitment, Time Management, Conflict Resolution
Specialization
Requires excellent customer service skills, a valid Maryland driver's license, and a general knowledge of golf operations. Candidates must be available to work flexible shifts, including weekends and holidays.
IT Field Services Technician at Valley Perinatal Services
Mesa, Arizona, United States - Full Time
Skills Needed
Technical Troubleshooting, Windows 10/11, Networking Basics, Tcp/Ip, Customer Service, Hardware Deployment, Microsoft 365, Enterprise Ticketing Systems, Connectivity Management, User Provisioning, Asset Tracking, Physical Infrastructure Maintenance
Specialization
Requires 2-4 years of IT support experience with strong skills in Windows OS, basic networking, and Microsoft 365. Must possess a valid driver's license and the physical ability to lift 50 lbs and perform hardware installations.
Experience Required
Minimum 2 year(s)
General Services Clerk NPSA 4 at UNDP
Amman, Amman, Jordan - Full Time
Skills Needed
Premises Management, Registry Services, Government Liaison, Fleet Coordination, Ms Office, English Fluency, Arabic Fluency, Records Management, Customs Clearance, Logistics, Administrative Support, Facility Maintenance, Communication, Customer Service, Event Management, Document Archiving
Specialization
Requires a secondary education with 4 years of experience, or a bachelor's degree with 1 year of experience in operational support. Fluency in English and Arabic and proficiency in MS Office are mandatory.
Experience Required
Minimum 2 year(s)
Guest Services Representative at Dreamscape Hospitality
Kansas City, Missouri, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Billing And Payment Processing, Concierge Services, Communication Skills, Interpersonal Skills, Multitasking, Computer Literacy, Hotel Reservation Software
Specialization
A high school diploma is required, with previous hospitality or customer service experience preferred. Candidates must be able to work flexible hours, including weekends and evenings, and meet physical requirements for standing and walking.
Services Planning Coordinator at Vertiv
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Operational Planning, Data Analysis, Resource Allocation, Kpi Management, Dashboard Development, Capacity Planning, Forecasting, Stakeholder Management, Continuous Improvement, Advanced Excel, Power Bi, Lean Six Sigma, Team Leadership, Operational Intelligence, Process Automation
Specialization
Requires a degree in Administration, Engineering, Logistics, or related fields with strong experience in operational planning and data analysis. Proficiency in Advanced Excel is mandatory, while experience with Power BI, Lean Six Sigma, and intermediate English is preferred.
Experience Required
Minimum 5 year(s)
Event Services Representative at Nth Degree
, , United States - Full Time
Skills Needed
Customer Service, Microsoft Office 365, Excel, Word, Outlook, Teams, Verbal Communication, Written Communication, Interpersonal Skills, Organization, Time Management, Problem Solving, Sales, Order Processing, Collections, Multitasking
Specialization
Requires 2 or more years of customer service experience and proficiency in Microsoft Office 365. Candidates must be based in Minneapolis, able to travel 20-30% of the time, and comfortable working in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Field Services Representative at MasterBrand Cabinet Inc
, South Carolina, United States - Full Time
Skills Needed
Field Measurements, Cabinet Installation, Troubleshooting, Quality Control, Relationship Management, Salesforce, Construction Industry Knowledge, Project Coordination, Safety Compliance, Punch List Management
Specialization
Candidates must have a high school diploma or GED equivalent, with an associate degree or professional certifications preferred. Previous experience in the home building products or construction industry is required.
Experience Required
Minimum 2 year(s)
Guest Services Representative at Dreamscape Hospitality
Galveston, Texas, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Billing And Payment Processing, Concierge Services, Communication Skills, Interpersonal Skills, Multitasking, Computer Literacy, Hotel Reservation Software
Specialization
A high school diploma is required, with hospitality training or previous customer service experience preferred. Candidates must possess strong communication skills and the ability to work flexible hours, including weekends and holidays.
Imaging Services Technologist at MyMichigan Health
Sault Ste. Marie, Michigan, United States - Full Time
Skills Needed
Computerized Tomography, Radiographic Imaging, Iv Contrast Administration, Radiation Protection, Venous Puncture, Patient Care, Sterile Technique, Vital Signs Monitoring, Ris/Pacs/His, Microsoft Windows, Quality Assurance, Clinical History Documentation
Specialization
Requires an Associate's degree in a healthcare field and ARRT registration in Radiologic Technology and CT. BLS certification and fingerprinting are mandatory, with a preference for at least two years of experience in a medical center.
Experience Required
Minimum 2 year(s)
Producer Services Specialist at Trellis
Charlotte, North Carolina, United States - Full Time
Skills Needed
Producer Services, Annuity Product Knowledge, Customer Relationship Management, Verbal Communication, Problem Solving, Multitasking, Salesforce, Microsoft Office, Nigo Resolution, Relationship Building, Technical Troubleshooting, Compliance Adherence
Specialization
Requires 2–4 years of producer-facing service experience in financial services with working knowledge of fixed-indexed annuity products. Proficiency in Salesforce or similar CRM and strong communication skills are essential, with a bachelor's degree and life/health insurance license preferred.
Experience Required
Minimum 2 year(s)
Investor Services Specialist at Colonial First State
Sydney, New South Wales, Australia -
Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

0.0

Posted On

15 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer service, Empathy, Communication, Active listening, Problem solving, Superannuation knowledge, Investment knowledge, Pension knowledge, Fast-paced environment, Coaching, Feedback, Data entry, Conflict resolution

Industry

Financial Services

Description
Would you like to work in an organization that encourages and supports you to be your best? At CFS you'll join an organisation that is so much more than striving to give our customers financial freedom in retirement. It's at the heart of what we do and that's why we are committed to developing a culture of expert and passionate people.  Your Team As a Customer Service Representative, you'll have the chance to positively impact our members' lives and enhance the experience for our customers, which include financial advisers and employers distributing our products. Our Contact Centre, consisting of 130 dedicated employees, are committed to realising our vision of becoming Australia's first choice for retirement and investment savings. This role encompasses four tiers, offering you the opportunity for continuous personal growth and upskilling as you progress through the Contact Centre, contributing to your professional development.    At CFS, we believe work life balance means something different for everyone, this role is based in our Sydney CBD office. The first 6 months are full time in office and then you can work up to 2 days per week from home with greater flexibility on offer after 6 months to suit your lifestyle goals.    Please note, these positions will be commencing on 15th June 2026. Interviews will take place on 7th and 20th of May 2026.  Your Responsibilities * Be the primary point of contact, delivering exceptional customer service and empathy to inbound calls from our customers addressing enquiries about superannuation, investments, and pensions. * Simplify intricate information for our members in a manner that's easy for them to comprehend. * Skillfully utilise our knowledge library and website to source vital information. * Swiftly identify and elevate issues for comprehensive investigation and resolution. * Embrace a drive to achieve key performance indicators while remaining open to coaching and feedback, fostering continuous improvement and growth.  Your Capability and Experience * A passion for providing exceptional customer service with a special focus on empathy * Experience in Retail, Hospitality and Contact Centre's are desired but not necessary * You thrive in fast-paced, results-orientated environments, finding fulfillment in such settings * Possess excellent communication and active listening skills, ensuring a seamless and professional exchange with customers * Enjoy learning about new systems and demystifying complex information.   What to Expect  At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to: * Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions  * Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution * Access to 24/7 confidential support covering safety, medical and mental health services  * Additional leave day to celebrate your birthday * Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event  * Exclusive discounts on retail, travel and entertainment CFS Culture  At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.   Apply today and join us in helping Australians to achieve their financial freedom.  Please note, CFS requires all candidates to have full work rights in Australia.    This role is based on Gadigal land (Sydney). Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
Responsibilities
Act as the primary point of contact for inbound customer enquiries regarding superannuation, investments, and pensions. Simplify complex information for members and escalate issues for resolution while meeting performance indicators.
Investor Services Specialist at Colonial First State
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Empathy, Communication, Active Listening, Problem Solving, Superannuation Knowledge, Investment Knowledge, Pension Knowledge, Fast Paced Environment, Coaching, Feedback, Data Entry, Conflict Resolution
Specialization
A passion for exceptional customer service and empathy is required, with experience in retail, hospitality, or contact centers being desirable. Candidates must possess excellent communication skills and the ability to thrive in a fast-paced, results-oriented environment.
Wellbeing Services - Dalmeny at IRT Group
Eurobodalla Shire Council, New South Wales, Australia - Full Time
Skills Needed
Program Planning, Activity Implementation, Elderly Care, Resident Well Being Enhancement, Emotional Support, Social Needs Assessment, Physical Needs Assessment, Cultural Sensitivity, Spiritual Values Consideration, Communication, Teamwork, Prioritization, Empathy, Creativity, First Aid
Specialization
Successful candidates must possess a Certificate III in Aged Care or an equivalent qualification with verified competencies, along with a current First Aid Certificate or willingness to obtain one. Essential attributes include initiative, creative flair, excellent communication skills, teamwork ability, and a strong passion for supporting older Australians.
Guest Services Representative at Dreamscape Hospitality
Bradenton, Florida, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Billing And Payment Processing, Concierge Services, Communication Skills, Interpersonal Skills, Multitasking, Computer Literacy, Hotel Reservation Software
Specialization
A high school diploma is required, with hospitality training or previous customer service experience preferred. Candidates must possess strong communication skills and the ability to work flexible hours, including weekends and holidays.
People Services Specialist I at Aecom USA
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Human Resources Support, Employee Relations, Hr Compliance, Hr Systems, Regulatory Knowledge, Judgment, Problem Solving
Specialization
Requires standard HR knowledge and techniques to handle typical employee relations and HR system details. Ability to recognize discrepancies and coordinate with supervisors on non-routine problems is expected.
Experience Required
Minimum 2 year(s)
Hospital Services Technician at WM
, South Carolina, United States - Full Time
Skills Needed
Customer Service, Waste Management, Communication Skills, Time Management, Kpi Tracking, Independent Work, Healthcare Facility Operations, Driving
Specialization
Candidates must have a high school diploma or GED and at least 2 years of related experience, preferably in customer service. A valid driver's license, reliable transportation, and the ability to lift up to 55 pounds are required.
Experience Required
Minimum 2 year(s)
Technical Services Specialist at Abbott Laboratories Limited
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Technical Troubleshooting, Written Communication, Case Documentation, Customer Support, Diagnostics Knowledge, Software Troubleshooting, Hardware Troubleshooting, Network Connectivity, Tcp/Ip Utilities, Ms Office, Windows Os, Mac Os, Vpn, Remote Access, Analytical Thinking, Problem Solving
Specialization
Requires a Bachelor's degree or 3 years of related IT/Quality/customer support experience and fluency in English, French, and Spanish. Preferred candidates have experience with medical device diagnostics, hospital data management systems, and network troubleshooting tools.
Experience Required
Minimum 2 year(s)
Student Services Coordinator at RFK Community Alliance
Lancaster, Massachusetts, United States - Full Time
Skills Needed
Staff Leadership, Program Management, Crisis Intervention, Student Support Planning, Behavioral Management, Trauma Responsive Practices, Personnel Policy Compliance, Quality Improvement, Interviewing, Conflict Resolution, Case Management, Scheduling
Specialization
A bachelor's degree and experience in human services or working with youth with disabilities are preferred. Candidates must be compassionate leaders skilled in trauma-responsive practices and behavioral interventions.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator at PT Solutions
, Indiana, United States - Full Time
Skills Needed
Insurance Verification, Prior Authorization, Patient Scheduling, Payment Reconciliation, Hipaa Compliance, Customer Service, Physician Referrals, Benefits Management, Administrative Coordination, Healthcare Communication
Specialization
Candidates must have at least a High School diploma or GED. One to two years of customer service experience is required, with a preference for those with healthcare experience.
Customer Services Specialist at Lifepoint Health
Pasco, Washington, United States - Full Time
Skills Needed
Customer Service, Patient Scheduling, Medical Records Management, Referral Processing, Patient Registration, Interpersonal Communication, Time Management, Organizational Skills, Office Equipment Operation
Specialization
A high school education and two years of hospital or clinic experience are preferred. Candidates must demonstrate a positive attitude and strong interpersonal skills for guest interaction.
Experience Required
Minimum 2 year(s)
Engineering Services Manager at HEARTLAND BUSINESS SYSTEMS LLC
Little Chute, Wisconsin, United States - Full Time
Skills Needed
Leadership, Decision Making, Coaching And Development, Technical Aptitude, Accountability, Adaptability, Detail Orientated, Organized, Persistence, Ambition, Delegating Responsibility, Motivation
Specialization
Candidates should have 5+ years of experience in a technical field, with a preference for 6-8 years and leadership experience. A bachelor's degree and relevant technical certifications are required, along with experience in designing and architecting network or systems solutions.
Experience Required
Minimum 5 year(s)
OUTSIDE SERVICES-CLIFTON PARK at Classic Five Golf Courses
Baltimore, Maryland, United States - Full Time
Skills Needed
Customer Service, Verbal Communication, Golf Course Operations, Pace Of Play Management, Equipment Maintenance, Safety Commitment, Time Management, Conflict Resolution
Specialization
Requires excellent customer service skills, a valid Maryland driver's license, and a general knowledge of golf operations. Candidates must be available to work flexible shifts, including weekends and holidays.
IT Field Services Technician at Valley Perinatal Services
Mesa, Arizona, United States - Full Time
Skills Needed
Technical Troubleshooting, Windows 10/11, Networking Basics, Tcp/Ip, Customer Service, Hardware Deployment, Microsoft 365, Enterprise Ticketing Systems, Connectivity Management, User Provisioning, Asset Tracking, Physical Infrastructure Maintenance
Specialization
Requires 2-4 years of IT support experience with strong skills in Windows OS, basic networking, and Microsoft 365. Must possess a valid driver's license and the physical ability to lift 50 lbs and perform hardware installations.
Experience Required
Minimum 2 year(s)
General Services Clerk NPSA 4 at UNDP
Amman, Amman, Jordan - Full Time
Skills Needed
Premises Management, Registry Services, Government Liaison, Fleet Coordination, Ms Office, English Fluency, Arabic Fluency, Records Management, Customs Clearance, Logistics, Administrative Support, Facility Maintenance, Communication, Customer Service, Event Management, Document Archiving
Specialization
Requires a secondary education with 4 years of experience, or a bachelor's degree with 1 year of experience in operational support. Fluency in English and Arabic and proficiency in MS Office are mandatory.
Experience Required
Minimum 2 year(s)
Guest Services Representative at Dreamscape Hospitality
Kansas City, Missouri, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Billing And Payment Processing, Concierge Services, Communication Skills, Interpersonal Skills, Multitasking, Computer Literacy, Hotel Reservation Software
Specialization
A high school diploma is required, with previous hospitality or customer service experience preferred. Candidates must be able to work flexible hours, including weekends and evenings, and meet physical requirements for standing and walking.
Services Planning Coordinator at Vertiv
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Operational Planning, Data Analysis, Resource Allocation, Kpi Management, Dashboard Development, Capacity Planning, Forecasting, Stakeholder Management, Continuous Improvement, Advanced Excel, Power Bi, Lean Six Sigma, Team Leadership, Operational Intelligence, Process Automation
Specialization
Requires a degree in Administration, Engineering, Logistics, or related fields with strong experience in operational planning and data analysis. Proficiency in Advanced Excel is mandatory, while experience with Power BI, Lean Six Sigma, and intermediate English is preferred.
Experience Required
Minimum 5 year(s)
Event Services Representative at Nth Degree
, , United States - Full Time
Skills Needed
Customer Service, Microsoft Office 365, Excel, Word, Outlook, Teams, Verbal Communication, Written Communication, Interpersonal Skills, Organization, Time Management, Problem Solving, Sales, Order Processing, Collections, Multitasking
Specialization
Requires 2 or more years of customer service experience and proficiency in Microsoft Office 365. Candidates must be based in Minneapolis, able to travel 20-30% of the time, and comfortable working in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Field Services Representative at MasterBrand Cabinet Inc
, South Carolina, United States - Full Time
Skills Needed
Field Measurements, Cabinet Installation, Troubleshooting, Quality Control, Relationship Management, Salesforce, Construction Industry Knowledge, Project Coordination, Safety Compliance, Punch List Management
Specialization
Candidates must have a high school diploma or GED equivalent, with an associate degree or professional certifications preferred. Previous experience in the home building products or construction industry is required.
Experience Required
Minimum 2 year(s)
Guest Services Representative at Dreamscape Hospitality
Galveston, Texas, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Billing And Payment Processing, Concierge Services, Communication Skills, Interpersonal Skills, Multitasking, Computer Literacy, Hotel Reservation Software
Specialization
A high school diploma is required, with hospitality training or previous customer service experience preferred. Candidates must possess strong communication skills and the ability to work flexible hours, including weekends and holidays.
Imaging Services Technologist at MyMichigan Health
Sault Ste. Marie, Michigan, United States - Full Time
Skills Needed
Computerized Tomography, Radiographic Imaging, Iv Contrast Administration, Radiation Protection, Venous Puncture, Patient Care, Sterile Technique, Vital Signs Monitoring, Ris/Pacs/His, Microsoft Windows, Quality Assurance, Clinical History Documentation
Specialization
Requires an Associate's degree in a healthcare field and ARRT registration in Radiologic Technology and CT. BLS certification and fingerprinting are mandatory, with a preference for at least two years of experience in a medical center.
Experience Required
Minimum 2 year(s)
Producer Services Specialist at Trellis
Charlotte, North Carolina, United States - Full Time
Skills Needed
Producer Services, Annuity Product Knowledge, Customer Relationship Management, Verbal Communication, Problem Solving, Multitasking, Salesforce, Microsoft Office, Nigo Resolution, Relationship Building, Technical Troubleshooting, Compliance Adherence
Specialization
Requires 2–4 years of producer-facing service experience in financial services with working knowledge of fixed-indexed annuity products. Proficiency in Salesforce or similar CRM and strong communication skills are essential, with a bachelor's degree and life/health insurance license preferred.
Experience Required
Minimum 2 year(s)