Financial Services Account Associate Specialist

6 days ago


Hyderabad, Telangana, India Jobs for Humanity Full time
Job Description

Job Summary:

We are seeking a highly skilled and customer-focused Financial Services Account Associate Specialist to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our high-value customers, addressing their inquiries, and performing account maintenance tasks.

Key Responsibilities:

  • Provide excellent customer service and serve as a primary point of contact for high-value customers.
  • Address customer inquiries and perform account maintenance tasks, including initiating payment investigations and fee reversals.
  • Work with internal and external clients to resolve outstanding issues and respond to client inquiries.
  • Follow up on service tickets and inquiries to ensure timely resolution.
  • Interface with clients to determine their needs and discuss progress toward solutions.
  • Maintain a comprehensive knowledge of applicable products and services and stay informed about new offerings.
  • Sell and market financial products to customers to meet their personal needs.
  • Participate in client loyalty process and provide referrals to managing directors or relationship managers.

Requirements:

We are looking for a skilled and experienced professional with a strong background in customer service and account maintenance. The ideal candidate will have excellent communication and problem-solving skills, as well as the ability to work in a fast-paced environment.

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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