Job Title: Client Solutions Expert
Description:
We're seeking a skilled professional to join our client-facing team as a Client Solutions Expert. This key role involves serving as the primary point of contact for clients and financial advisors, providing exceptional service via phone, email, and web chat.
Main Responsibilities:
* Manage inbound calls and emails from clients and financial advisors, offering accurate information and support across various financial products.
* Efficiently address client inquiries and resolve issues in a professional manner.
* Maintain precise records of all client interactions.
* Collaborate with colleagues to meet performance targets.
* Promote high service standards in every interaction.
About Our Team:
We are a leading technology company specializing in financial services and healthcare solutions. Our diverse team strives to deliver innovative solutions that meet the evolving needs of our clients.
We believe in fostering an inclusive work environment where professionals from various backgrounds can contribute their perspectives and skills.