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Client Specialist Associate
4 months ago
About the job Client Specialist Associate
Job Description
You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key to enhancing our customer-focused product and supporting its users.
Responsibilities
Deliver above-and-beyond customer service and experiences through phone, email and social media channels.
Explain complex investment principles clearly, helping prospects and customers see the benefits of our products.
Troubleshoot customer issues and concerns, investigating why they happened, and communicate to find rapid resolutions.
Act as the internal voice of the customer, offering insights to help build a better product.
Suggest improvements to company processes. (website, frequently asked questions, etc.)
Requirements
2-3 years of relevant work experience.
Expertise with customer service, financial services or retail banking.
Technical savvy, specifically the ability to navigate multiple systems simultaneously to respond to customer inquiries.
Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and over the phone.
Bonus Points
Customer service or related experience working with CRM systems (Salesforce, ZenDesk, ZoHo)
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