Customer Service Specialist

5 days ago


Metairie, United States Robert Half Full time
Job DescriptionJob Description

We are offering an exciting opportunity for a Customer Service Specialist based in Metairie, Louisiana. The successful candidate will be central to our operations, handling day-to-day interactions with customers and relieving financial advisors of administrative tasks. This role is vital within our industry, where clear communication, efficient data processing, and client engagement are paramount.


Responsibilities:


• Handle daily interactions with clients, providing a high level of customer service.

• Set appointments with advisors, ensuring a smooth and efficient customer journey.

• Utilize CRM software to manage and maintain accurate customer records.

• Engage clients in meaningful conversations to foster strong relationships.

• Assist customers in their inquiries, providing accurate and timely information.

• Process data with precision, ensuring the integrity of customer applications.

• Relieve financial advisors of administrative tasks, enabling them to focus on strategic duties.

• Stay involved in community service, reflecting our commitment to societal engagement.

• Take appropriate action in monitoring customer accounts, ensuring compliance and customer satisfaction.

• Minimum of 3 years of experience as a Sales Assistant or in a similar role
• Proficient in Data Processing
• Experience with CRM - Customer Relationship Management systems
• Proven ability to effectively assist customers
• Strong skills in client communications
• Experience in conducting client conversations
• Demonstrated ability in client engagement

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