Senior Customer Service Advisor

A bit about us:

Since 2003, the firm has grown through acquisitions of independent advisory practices. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Founded in 2003, we now have 1,600 employees. Quarter-end is busy, and everyone helps with client review prep.

We are backfilling a position after an internal move. Clarke Wealth Partners is hiring for its Returns team in New Delhi. Full-time and part-time shifts available. Paid training for the first two weeks. After that you will handle 40 to 60 contacts per shift. Our headquarters is in Montreal, and about a third of the team works remotely from other countries. This is a full-time remote role. We use an employer of record in India, so you get a proper employment contract, not a freelance agreement. You will need at least 4 hours of overlap with US Eastern time.

Essential duties and responsibilities:

• Update customer records accurately
• Meet targets for handle time, quality score and customer satisfaction
• Transfer calls to the right department with a warm handoff
• Call customers back on open issues within the promised timeframe
• Follow scripts and required disclosures on recorded lines
• Explain bills and payment options and take payments over the phone

Who you are:

• 6+ years of customer service, retail, hospitality or call centre experience
• Must pass a background check
• Typing speed of at least 35 WPM

Compensation and benefits:

• Paid parental leave
• Annual team retreat
• Two weeks of paid leave at year end
• Paid sick days

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Clarke Wealth Partners.