Member Services Associate

Beacon Street Services
Parkville, MD
Feb 28, 2021
Mar 06, 2021
Accountant, IT
Full Time
Overview: This is an incredible opportunity to join a well-respected financial publishing company in the downtown Baltimore area. As a Member Services Representative at InvestorPlace, you will be responsible for handling incoming phone call inquiries regarding both educational and transactional matters surrounding our financial publications. This role offers a large amount of hands on experience and knowledge surrounding a number of finance topics and strategies that are covered in our newsletters. Member Services Representatives are expected to be knowledgeable on a large array of financial jargon and knowledge surrounding the stock market as a whole in order to provide our subscribers with the proficient service they have come to expect with subscribing to our research. We are not financial advisors, however, we have an excellent training and on-boarding course to put our phone representatives in a position to succeed. Responsibilities: Maximize member experience by primarily taking inbound calls, which includes providing assistance navigating our website, ensuring customer satisfaction, providing account overview and maintenance, educating subscribers on current promotions, and InvestorPlace publications Resolve customers issues in one touch. Therefore, you will be asked to anticipate and/or take proactive measures (based on your continued education of InvestorPlace products) to offer alternative solutions Answer inbound customer service calls to place orders, process cancelations and resolve customer concerns (answer approximately 75-100 calls and resolve 20-50 customer emails each day) Keep supervisor informed of trending customer issues Prepare correspondence (letters and emails) Rely on instructions and pre-established guidelines to perform the functions of the job Various other tasks as directed by the manager Qualifications: Bachelor s degree; or in lieu of degree, previous customer service experience is accepted. Excellent customer service, written, and telephone skills Ability to build rapport with customer base as well as with co-workers and teammates Capacity to analyze and manage problem situations Experience working in a fast-paced environment, handling multiple tasks simultaneously Previous customer service and/or sales experience Basic understanding of finance and/or investing People oriented and empathetic Ability to manage several tasks at once About InvestorPlace InvestorPlace is one of the largest, smartest, fastest moving financial publishers on the planet. Started over 40 years ago, we publish detailed research and recommendations for self-directed investors, financial advisors, and money managers. The InvestorPlace business model is very straightforward: We publish our ideas (via a subscription model) with the aim of enriching and educating investors. If we do our jobs well, our customers stick around. It sa simple, transparent business model investors have loved since the 1970s. InvestorPlace editors and analysts have varied backgrounds in the financial industry. They have worked as hedge fund managers, financial advisors, and securities analysts. Many of the world s top media outlets have taken notice of our ideas over the years. The work of our analysts has been profiled in The New York Times, The Wall Street Journal, CNN, Bloomberg, Time, MarketWatch, Barron s and USA Today. Inside our company s DNA, you ll find a relentless focus on respectfulness, hustle, hard work, adaptability, clear communication, data analytics, open mindedness, and creativity. Our Commitment As an employer committed to equal opportunity and a diverse workforce, all qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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