Client Care Services Representative

A company is looking for a Specialized Client Care Services Representative. Key Responsibilities Provide personalized client experiences by addressing inquiries and servicing options in a call center environment Resolve semi-complex inquiries and transactions while taking ownership of calls and anticipating future issues Educate clients and Financial Representatives on self-service capabilities and foster professional relationships to enhance brand loyalty Required Qualifications Associate's degree in business or related field or equivalent experience Minimum of 1-year customer service experience Basic understanding of specialized products and financial planning Ability to multi-task and manage a high volume of calls accurately Demonstrated computer experience and proficiency with relevant software

Apr 1, 2025 - 23:42

A company is looking for a Specialized Client Care Services Representative. Key Responsibilities Provide personalized client experiences by addressing inquiries and servicing options in a call center environment Resolve semi-complex inquiries and transactions while taking ownership of calls and anticipating future issues Educate clients and Financial Representatives on self-service capabilities and foster professional relationships to enhance brand loyalty Required Qualifications Associate's degree in business or related field or equivalent experience Minimum of 1-year customer service experience Basic understanding of specialized products and financial planning Ability to multi-task and manage a high volume of calls accurately Demonstrated computer experience and proficiency with relevant software