Customer Service Representative

3 weeks ago


Irvine, California, United States Alleviate Financial Solutions Full time
Client Success Champion

Are you a master at turning clients' frowns upside down? Do you have a knack for making people feel like rockstars? If so, we've got the perfect opportunity for you to join our dynamic team as a Client Success Champion Extraordinaire. As a guardian of client happiness, you'll be the friendly face behind every success story, the magician who turns challenges into victories, and the ultimate cheerleader for our clients' triumphs.

Key Responsibilities:
  • Communicate with clients to understand their needs and explain product value
  • Act as a liaison between the client and departments within the organization to convey information, ensure understanding, and make certain all steps in the client journey are completed in an accurate & timely manner
  • Manage a high volume of outbound and inbound calls
  • Keep accurate records of all activity on the file to ensure accuracy and completeness of the file
  • Keep clients satisfied and deliver an exceptional customer service experience on a day to day
  • Monitor client's tasks, accounts, savings, program terms to explain costs and negotiate new terms if necessary
  • Schedule and meet client appointments and deadlines
  • Provide progress reports to clients and upper management
  • Make the client aware of other services and actions that may lead to greater success
  • Build and maintain relationships based on trust, empathy, support, respect, and guidance towards the consumer
  • Maintain a positive attitude and tone at all times
  • Maintain strong client retention
  • Resolve complaints and prevent additional issues by improving processes
  • Provide high quality, personable, friendly and professional service at all times
  • Work with the management team to create better methods to address customer complaints
Requirements:
  • High School Diploma or GED required
  • Minimum 1 year of customer service preferred
  • Adaptability and problem-solving skills
  • Ability to build rapport
  • Excellent customer service skills; strong phone etiquette with active listening skills
  • Clear & concise communication skills
  • Proactive approach to client stated and unstated needs
  • Effective time management, prioritization and multitasking skills
  • Patience, empathy and professionalism
  • Strong attention to detail
  • Ability to work under pressure and manage high stress level situations
  • Ability to maintain control of escalations
  • Ability to develop Product knowledge, to ensure our clients are adequately educated

We understand potential comes in many forms. Even if you don't check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others.



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