About the Role
This position involves providing exceptional customer service and support to clients. As a Customer Service Specialist, you will be responsible for handling escalated customer queries, resolving problems, and closing requests in a timely and professional manner.
Key responsibilities include:
* Escalated Support: Answering complex customer inquiries, solving issues, and ensuring customer satisfaction.
* Follow-up and Resolution: Identifying and addressing non-transacting customers, resolving concerns, and encouraging transactions.
* Settlement Management: Managing settlement issues, follow-up queries, and resolving problems efficiently.
* Ownership Changes: Handling all Change of Ownership requests.
* Product Education: Assisting customers in understanding available products and solutions.
* Account Management: Managing changes to bank accounts, addresses, and other service requests.
The ideal candidate will possess previous call center experience, preferably within financial services, and demonstrate exceptional communication skills, an engaging phone manner, and a drive for results. Authentic leadership, energy, and resilience are also essential qualities for success in this role.
Benefits and Opportunities
* A supportive and collaborative team culture.
* Comprehensive training and professional growth opportunities.
* Vibrant environment with shared values and a customer-first approach.
This is an entry-level position offering full-time employment with opportunities for career advancement in the financial services industry.