Customer Service Representative

3 months ago

Dallas, United States Quest Trust Company Full time

Customer Service Representative

Front Desk Dallas, Texas Minimum Experience Entry-level Compensation $15 - $20 / hour About Quest Trust Company

Perks & Benefits:

Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and training, and consistent mentorship. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market.

* Opportunity for internal promotions and career development

* Excellent growth and advancement opportunities

* Health Insurance (available after 60 days of full-time employment)

* 6 Paid Holidays

* 48 hours of personal time each year

* 401(k) plan enrollment after one year of service

* 10 paid vacation days after one year of service

* 15 paid vacation days after five years of service

* Free snacks and drinks for staff

* Quarterly team building activities and much more

Roles & Responsibilities include (but not limited to):

Customer Service Representatives in our Front Desk department are the first to interact with our customers and clients and provide them with world famous customer service to ensure excellent service standards. Customer Services Representatives respond efficiently to client inquiries, direct calls to the appropriate departments and maintain high customer satisfaction. Customer Service Representatives must be able to work well in a fast-paced environment and possess excellent verbal and written communication skills. Interpersonal and collaboration skills are necessary.

This is an entry-level position with 12 weeks (or less) of customer service skills training. Once you understand our Self-Directed IRAs, our customer service model and fully follow our philosophy, you will be eligible to apply for internal positions.

* Exhibit strong customer services skills while managing substantial amounts of inbound and outbound calls

* Answer, screen, and forward incoming phone calls

* Comply with procedures, rules, and regulations

* Maintain a positive, empathetic, and professional attitude toward customers and clients

* Acknowledge and respond promptly to customer and client inquiries

* Resolve customer and client complaints when needed

* Take and relay messages; check voicemails

* Process incoming faxes and emails

* Communicate and coordinate with colleagues as necessary

* Manage and develop client relationships and deliver world famous customer service

* Verify all documentation requirements are met and accurately input data into databases, spreadsheets, or Salesforce

* Participate in and comply with all required firm and regulatory continuing education provided by Quest Trust Company

* Participate in special projects and other tasks as assigned

Education & Experience

* High School Diploma is required

* College Degree is preferred

* A minimum of 1-2 years of directly job-related experience is recommended

Skills & Qualifications

* Professional appearance

* Experience with Salesforce platform or comparable CRM preferred

* Time management skills with the ability to organize and prioritize

* Must be able to work well in a team environment

* Willingness to grow and accept new challenges

* Regular and reliable attendance is an essential function of this position

* Excellent customer service

* Must be adaptable

* Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)

* Type minimum 55-60 WPM ( ) (Attach screen shot of results to resume)

Location Dallas, Texas Minimum Experience Entry-level Compensation $15 - $20 / hour

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