A Customer Service Representative’s primary duty is to support customers. To fulfill this main responsibility, they may perform the following tasks:

• Providing introductory information to prospective and new customers
• Ensuring that consumers are satisfied with products or services by handling complaints and inquiries
• Following up with clients or customers by phone or email to check that they’re still satisfied with their purchases
• Letting patrons know about additional products or services that might benefit them
• Determining the quickest, most effective ways to answer a client’s or customer’s questions
• Escalating queries and concerns, when necessary
• Troubleshooting common issues with products or services
• Working with a team of CSRs and other departments to find appropriate solutions to problems

Profile 1: Graduate or Undergraduate of Financial Course

OR

Profile 2: Any Financial Experience - Non BPO such as Sun Life Advisor

OR

Profile 3: Financial CCE Experience