We are seeking a highly motivated and customer-focused individual to join our clients team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our clients and assisting them with their inquiries and concerns. If you have a passion for delivering outstanding customer service and possess excellent communication skills, we want to hear from you!

Duties:

• Respond to customer inquiries via phone, email, and chat in a timely and professional manner
• Provide accurate information about our products and services
• Assist customers with processing payments, and resolving billing issues
• Handle customer complaints and provide appropriate solutions or escalate to the appropriate department
• Maintain customer records and update information as necessary
• Reviewing and processing requests on behalf of the client.
• Working to service level agreements and process information accurately.
• Receive and resolve enquiries from customers and their advisors.
• Ensure information on CRM systems are current and accurate.
• Process any amendments to customer's accounts accurately
• Ensure new customer information is onboarded accurately
• Overseeing client accounts and ensure appropriate follow up
• Collaborate with other team members to ensure customer satisfaction
• Utilize CRM system to manage customer interactions

Requirements:

• Previous experience in a customer service role is preferred
• Knowledge of financial services is a plus
• Strong communication skills, both written and verbal
• Ability to analyze customer needs and provide appropriate solutions
• Proficient in using computer systems and navigating various software applications
• Detail-oriented with excellent organizational skills

If you are a dedicated individual who is passionate about providing exceptional customer service, we encourage you to apply for this position.