Customer Service Representative
About The Position
-Support client and field members - primarily through call center operations - with issues related to the consumer website and mobile app. Those issues include, but are certainly not limited to login, registration, password, navigation, and content questions. -Deliver a distinctive client experience in the most efficient manner possible -Provide effective solutions to inquiries from clients and field members, taking ownership of calls and proactively addressing potential future issues to minimize repeat calls and unnecessary transfers -Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. -Educates clients and Financial Representatives on our client website and self-service capabilities -Develops a professional relationship with our clients to improve brand dedication -Exhibits skill in de-escalating servicing concerns -Achieves efficiency standards and goals while maintaining the highest level of customer service -Handles phone and transactional responsibilities while maintaining a high level of confidential and personal information appropriately -Ability to multi-task between phone and follow-up casework duties with the high degree of accuracy and quality -Ability to work independently and with your team to consistently find opportunities to improve work progresses -Researches and evaluates possible solutions using available resources -Adheres to strict confidentiality and privacy standards -Encourages change and adopts an environment where continuous improvement is encouraged from all employees -Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand -Find opportunities for improvement and be an advocate for delivering viable solutions/alternatives -Ability to perform keyboarding/computer skills accurately and efficiently
Requirements
- Ability to multi-task between phone and follow-up casework duties with the high degree of accuracy and quality
- Ability to work independently and with your team to consistently find opportunities to improve work progresses
- Ability to perform keyboarding/computer skills accurately and efficiently
Responsibilities
- Support client and field members with issues related to the consumer website and mobile app.
- Deliver a distinctive client experience
- Provide effective solutions to inquiries from clients and field members
- Serve as a trusted advocate for Financial Representatives
- Educate clients and Financial Representatives on website and self-service capabilities
- Develop a professional relationship with clients
- Exhibit skill in de-escalating servicing concerns
- Achieve efficiency standards and goals while maintaining customer service
- Handle phone and transactional responsibilities while maintaining confidential information
- Multi-task between phone and follow-up casework duties
- Work independently and with a team to improve work progresses
- Research and evaluate possible solutions using available resources
- Adhere to strict confidentiality and privacy standards
- Encourage change and adopt an environment where continuous improvement is encouraged
- Demonstrate a willingness to shift work priorities
- Find opportunities for improvement and be an advocate for delivering viable solutions/alternatives
- Perform keyboarding/computer skills accurately and efficiently
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees
