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Customer Support Coordinator

2 months ago

San Jose, California, United States eTeam Full time

Position: Client Support Assistant

Location: San Jose, CA

Contract Duration: 4-5 months

This is a temporary position to cover for an associate on leave.

A laptop will be provided for your use.

Experience in financial services, such as banking or retirement services, is highly desirable.

Bilingual candidates fluent in both Spanish and English are preferred.

Key Responsibilities:

  • Evaluate and authorize incoming benefit applications.
  • Systematically organize and file applications, both electronic and paper formats.
  • Manage follow-up communications regarding applications.
  • Update and oversee loan application processes.
  • Document weekly benefit disbursements.
  • Prepare and send out correspondence.
  • Assist with sorting and distributing mail.
  • Perform scanning tasks for incoming mail.
  • Organize electronic files efficiently.
  • Conduct data entry and review tasks.
  • Provide general office support, including periodic mailings and filing duties.

Required Skills:

  • Commitment to exceeding customer expectations.
  • Proactive approach to problem-solving.
  • Professional demeanor in all interactions.
  • Excellent written and verbal communication abilities.
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel).
  • Meticulous attention to detail.
  • Ability to manage sensitive information with discretion.

Educational Requirements:

  • High School Diploma or equivalent is mandatory; a Bachelor's degree is preferred.