Customer Experience Representative
1 week ago
We are seeking a highly skilled Customer Experience Specialist to join our team at Transition Finance Strategies LLC. As a key member of our customer service team, you will be responsible for delivering exceptional service to our clients and their participants.
Key Responsibilities- Provide timely and professional responses to participant inquiries via phone and email.
- Ensure the confidentiality and security of participant information.
- Offer accurate and precise information to participants regarding their ESOPs.
- Manage challenging situations and determine when manager input is required.
- Provide basic technical support for participant portal.
- Conduct research and follow-up on participant requests as needed.
- Stay informed about changes in policy, procedures, and services to provide accurate information to customers.
- Efficiently manage phone and email workflow.
- High school diploma or equivalent required.
- One to two years of customer service experience required.
- One to two years of call center experience preferred.
- Bi-lingual (Spanish speaking) candidates preferred.
- Professional phone speaking skills.
- Excellent customer service skills.
- Excellent product knowledge.
- Proficient in Excel and Microsoft Word.
- Proficient communication across multiple channels.
- Ability to work independently and as part of a team.
We offer a competitive salary, comprehensive benefits package, and opportunities for career growth. Our benefits include medical, dental, vision, life, disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off, and education/association dues assistance.
We are an equal opportunity employer and welcome applications from diverse candidates. Must be authorized to work in the US.
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