Financial Services Account Associate Specialized Expert
1 month ago
**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.
- 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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