Customer Service Specialist

1 week ago


Wayne, United States RIA Database Full time
Company Description

RIA Database, a division of Labworks, LLC, is the largest provider of financial advisor profile data in the industry. With over 400 financial services clients and 2,000 users, RIA Database offers searchable and downloadable data to mutual funds, hedge funds, broker/dealers, bankers, advisors, recruiters, and anyone trying to reach financial intermediaries. Our data is current, timely, relevant, and unique, gathered through original research and integrated with every CRM, including an easy data import wizard with Salesforce.com. In addition, our marketing services division provides advisor webcasts to a community of over 350,000 financial advisors.

Role Description

This is a full-time hybrid role as a Customer Service Specialist at RIA Database. The Customer Service Specialist will be responsible for providing excellent customer support, ensuring customer satisfaction, and maintaining phone etiquette. They will also be responsible for delivering exceptional customer service and enhancing the customer experience. Some remote work is acceptable.

Qualifications
  • Customer Support, Phone Etiquette, and Customer Service skills
  • Customer Satisfaction and Customer Experience
  • Strong verbal and written communication skills
  • Ability to handle and resolve customer inquiries and complaints
  • Proficiency in using CRM systems and other customer service software
  • Ability to work independently and as part of a team
  • Attention to detail and problem-solving skills
  • Prior experience in customer service or a related field is preferred
  • Bachelor's degree in Business Administration or a related field is a plus


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