Financial Services Account Associate Specialized Expert

3 days ago


Pune, Maharashtra, India Jobs for Humanity Full time

**Job Title:** Financial Services Account Associate Specialized Expert

**About Us:** At Jobs for Humanity, we value our team members as the backbone of our organization. As a valued member of our call center, you will play a crucial role in delivering exceptional customer experiences in a fast-paced environment.

**Salary:** Estimated annual salary is around $65,000-$80,000 depending on experience and qualifications.

**Job Description:

Key Responsibilities
  • Answer and process routine to complex customer requests and inquiries in a timely and efficient manner.
  • Identify customers' current and future needs to enhance their overall experience and satisfaction.
  • Actively identify opportunities that contribute to service and operations goals, promoting a culture of excellence and continuous improvement.
  • Communicate with customers through various channels, including phone, email, or written correspondence, ensuring clear and concise messaging.
  • Promote new and existing products and services, driving business growth and revenue.
  • Serve as a subject matter expert to colleagues and on projects, sharing knowledge and best practices to drive success.
Requirements
  • Strong verbal and written English communication skills, with the ability to articulate complex ideas clearly and concisely.
  • Ability to productively handle inbound telephone calls and meet performance goals, prioritizing tasks and managing time effectively.
  • Skilled at multi-tasking using various systems to address customer needs, demonstrating adaptability and flexibility.
  • Able to work both independently and in a team environment, collaborating with colleagues to achieve common objectives.
  • Excellent relationship-building, communication, and problem-solving skills, with a focus on delivering exceptional customer experiences.
  • Experience working with global teams, valuing diversity and inclusion in all aspects of work.
  • Detailed-oriented and deadline-driven, with a strong commitment to quality and results.
  • Proficient in Microsoft Office applications, with a willingness to learn and adapt to new technologies.
  • Investment industry or financial services experience preferred, but not required.
  • University degree or equivalent experience, demonstrating a strong foundation in business principles and practices.


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