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Customer Service Associate
Wyncote, PA
Job Overview
Responsible for delivering exceptional customer service while utilizing any of the following:
Administrative, Sales, Basic Financial, and Computer Literate and IT abilities
This role involves interacting with customers to address inquiries, resolve issues, and promote products or services.
Key Responsibilities
● Provide prompt and courteous customer support via various channels, including phone, email, and chat.
● Address customer inquiries, resolve issues, and ensure customer satisfaction.
● Collaborate with the sales team to share insights and feedback from customer interactions.
● Educate customers on relevant financial solutions and benefits.
● Navigate and utilize various computer systems, software, and tools to assist customers effectively.
● Clearly and concisely communicate information to customers.
● Analyze and resolve customer issues promptly and effectively.
Qualifications
● Bachelor's Degree ( or in process)
● Proven experience in customer service and sales roles.
● Understanding of basic financial products and services
● Proficient in computer skills, including familiarity with CRM systems and financial software.
● Excellent communication and interpersonal skills.
● Detail-oriented and organized.
● Adaptability to learn and navigate systems and changing environments
Job Type: Full-time
Shift:
Weekly day range:
Ability to Relocate:
Work Location: In person