Rep - Customer Account Representative
About The Position
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. Reasonable accommodations may be made, upon request, to enable individuals with disabilities to perform the essential functions. Professionally engage with customers to understand and meet customer needs, offering advice and guidance on products and services, assisting customers in making informed decisions. Receives and manages customer inquiries, delivering responses via phone calls and emails, efficiently addressing their concerns and resolving issues encountered. Completion of Customer Complaint Forms (CCFs) for thorough issue documentation and follow-up, ensuring all complaints are properly addressed and resolved. Oversee order fulfillment processes from entry to delivery, monitoring progress and addressing any issues or delays. Manage various sales-related administrative tasks, including data entry, documentation, and reporting to support efficient operations. Accurate entry of purchase order details into applicable systems, ensuring all information is correctly recorded for fulfillment and billing purposes. Collaborate with internal departments, including but not limited to, sales services teams, production, logistics and sales to ensure seamless service delivery for assigned accounts. All other duties as assigned.
Responsibilities
- Professionally engage with customers to understand and meet customer needs, offering advice and guidance on products and services, assisting customers in making informed decisions.
- Receives and manages customer inquiries, delivering responses via phone calls and emails, efficiently addressing their concerns and resolving issues encountered.
- Completion of Customer Complaint Forms (CCFs) for thorough issue documentation and follow-up, ensuring all complaints are properly addressed and resolved.
- Oversee order fulfillment processes from entry to delivery, monitoring progress and addressing any issues or delays.
- Manage various sales-related administrative tasks, including data entry, documentation, and reporting to support efficient operations.
- Accurate entry of purchase order details into applicable systems, ensuring all information is correctly recorded for fulfillment and billing purposes.
- Collaborate with internal departments, including but not limited to, sales services teams, production, logistics and sales to ensure seamless service delivery for assigned accounts.
- All other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
