Customer Service Trainee
6 days ago
You will work with our Marketing Associates and various product specialists, as well as mid-office and operations teams, to deliver a seamless and integrated experience to consumers across our client portfolio.
This role offers you the opportunity to work in a national firm that offers excellent career progression.
Customer Service Trainee Core Responsibilities:
- Provide high-quality in-person service to each of our clients
- Manage daily client sales transactions and inquiries accurately, within established deadlines, operating within our Standard Operational Procedures
- Maintain client confidentiality at all times
- Research, follow-up and resolve client inquiries and problems through effective interaction with clients, customers, and product specialists
- Communicates clearly with staff in a timely and professional manner
- Identify cross-sell opportunities and escalate to our sales team and product partners in order to close or provide advice to the client
Our company holds four key values:
- Leadership: Leadership is not a position or a title, it is action and example. We put our team in front of our own personal gain, we make sure their success is acquired before we look at our own needs
- Honesty: If you want to be trusted personally or professionally, you must be honest
- Growth: We measure growth by the tenacity in someone's work ethic, which guarantees an outstanding outcome
- Professional Development: Professional development comes from a commitment to excellence. "The quality of a person's life is in direct proportion to their commitment to excellence, regardless of their chosen field of endeavor" - Vince Lombardi
Essential Skills:
- Clear written and verbal communication skills
- Strong relationship management skills
- Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
- Business acumen in the marketing, sales, and client relations field is preferred
- Must understand and comply with applicable regulations and standard operational procedures
- Must ensure that all sales transactions are executed properly and meet compliance guidelines
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