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Financial Services Specialist
3 weeks ago
We're seeking an individual who can provide exceptional customer service and support our customers in achieving their financial goals.
About the Role:
- This is a great opportunity for someone who enjoys speaking with people, helping them reach their goals, while learning our tools, products and processes.
- As a Customer Service Representative, you will be responsible for handling customer inquiries, resolving issues, and providing education on our online platforms and tools.
Responsibilities:
- Provide exceptional customer service by responding to customer inquiries, resolving issues, and addressing concerns in a timely and professional manner.
- Assist customers with transactions, educate them on our online platforms and tools, and recommend products and services that meet their financial needs.
- Work collaboratively with colleagues to achieve team goals and objectives.
- Participate in ongoing training and development programs to improve knowledge and skills.
Required Skills and Qualifications:
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Basic computer skills and proficiency in Microsoft Office.
- High school diploma or equivalent required; degree in business or related field preferred.
- Experience in customer service or related field preferred.
Benefits:
- A competitive salary and benefits package.
- The opportunity to work in a dynamic and growing organization.
- Ongoing training and development opportunities to enhance your skills and knowledge.
Why Work With Us?
- We believe in creating a positive and inclusive work environment where employees feel valued and supported.
- We offer a range of benefits and perks to help you achieve a better work-life balance.
- We are committed to investing in our employees' growth and development, providing opportunities for advancement and career progression.