Virginia Licensed Financial Associate

Job Summary

A company is looking for a Financial Services Associate (Multiple Positions).

Key Responsibilities

• Assist taxpayers, businesses, and their representatives over the telephone in a fast-paced contact center environment
• Provide timely responses to inquiries and foster positive customer interactions
• Collaborate with partnering units as needed to enhance customer service delivery

Required Qualifications, Training, and Education

• Call center experience
• Strong computer skills, including navigation of multiple systems
• Experience in accounting, banking, or tax preparation is preferred
• Ability to analyze and research critical information for customers
• High-speed internet connection with specified requirements for remote work