Financial Services Representative

1 day ago


Jacksonville, Florida, United States Global Channel Management Full time
About the Job

Global Channel Management is seeking a highly motivated and customer-focused Financial Services Customer Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their queries and concerns, and ensuring their overall satisfaction with our services.

Key Responsibilities:
  • Communicate with external and internal customers through various channels, maintaining a positive, empathetic, and professional attitude at all times.
  • Demonstrate excellent interpersonal, written, and oral communication skills, including the ability to ask probing questions to understand concerns and overcome objections.
  • Respond promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity, including account reconciliation, account updates, document requests, invoices, buyout quotes, and web portal troubleshooting.
  • Work effectively both independently and as a team member, demonstrating a strong work ethic and self-starter mentality.
  • Develop and maintain a thorough understanding of our products and services, as well as our clients' needs and preferences.
  • Collaborate with internal stakeholders to resolve customer issues and improve overall customer satisfaction.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to improve our services and processes.
Requirements:
  • 1-3 years of customer service, customer support, or inside sales experience in the financial or banking industry.
  • Strong work ethic and self-starter mentality, with the ability to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to quickly learn, multi-task, and meet expectations in a customer-centric and results-driven environment.
  • Proficiency in basic computer skills, with advanced Excel knowledge preferred.
  • Intellectually curious and focused on finding the best solutions for our clients.
  • Excellent negotiation and analytical skills, with sales or customer service experience preferred.


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