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• We are seeking a dedicated and motivated Customer Service Representative to join our team. As a key member of our customer service department, you will be responsible for providing exceptional support to our customers, addressing inquiries, and ensuring a positive experience. This position requires a strong work ethic, excellent communication skills, and the ability to handle customer needs in a professional and efficient manner.

Responsibilities:

• Respond promptly to customer inquiries via phone, email, or chat.
• Provide information about products, services, and company policies.
• Resolve customer complaints or issues in a timely and professional manner.
• Process customer orders, returns, and exchanges.
• Document customer interactions and transactions accurately in the system.
• Collaborate with other departments to ensure customer satisfaction.
• Maintain a high level of product knowledge to assist customers effectively.
• Assist with any other duties related to customer service as assigned.

Responsibilities:

• Respond to customer inquiries promptly through various channels (phone, email, chat).
• Provide accurate and detailed information regarding products, services, and financial policies.
• Resolve customer concerns or issues with a focus on delivering effective solutions.
• Process customer transactions, including orders, returns, exchanges, and account inquiries.
• Maintain accurate records of customer interactions and transactions in the system.
• Collaborate with internal teams to ensure customer satisfaction and issue resolution.
• Stay current on product offerings and financial services to provide expert guidance to customers.
• Assist with additional customer service-related tasks as needed.

Job Description:

• We are looking for a detail-oriented and knowledgeable Financial Services Customer Support Representative to join our team. This role is ideal for a recent College Graduate with a degree in Finance, Accounting, or Business Financial Services (BFS). You will be responsible for assisting customers with financial-related inquiries, ensuring smooth and accurate processing of transactions, and providing top-tier support. If you are passionate about financial services, have a strong educational background, and are ready to apply your skills in a dynamic environment, we encourage you to apply.

Responsibilities:

• Provide customer support regarding financial services, including inquiries on accounts, transactions, and financial products.
• Assist customers with troubleshooting and resolving account-related issues.
• Process transactions, payments, and account adjustments accurately and efficiently.
• Collaborate with internal teams to ensure seamless service delivery.
• Maintain accurate records of customer interactions, inquiries, and transactions in the system.
• Educate customers on financial products, services, and policies in a clear and concise manner.
• Keep up-to-date with industry trends, policies, and internal processes to offer the most accurate advice.
• Handle escalated customer concerns professionally and ensure timely resolutions.

Requirements:

• A college degree in Finance, Accounting, Business Financial Services (BFS), or a related field is preferred.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage customer expectations and provide professional solutions.
• Proficiency in Microsoft Office Suite and other financial systems or CRM tools.
• Detail-oriented and highly organized.
• Ability to work well in a fast-paced, team-oriented environment.
• At least 6 months of experience