Customer Support Specialist
Customer Support Specialist responsibilities include resolving customer queries, recommending solutions and guiding product users through features and functionalities.
To be successful in this role, you should be an excellent communicator who’s able to earn our clients’ trust. You should also be familiar with help desk software.
Ultimately, you will help establish our reputation as a company that offers excellent customer support during all sales and after-sales procedures.
Responsibilities:
- Engage internal clients via both inbound and outbound phone calls
- Act as initial and ongoing support during account opening and lifecycle of account
- Providing world-class service to internal clients
- Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
- Address issues promptly and effectively
- Ability to maintain success in an evolving environment
- Must be willing to work in an environment that requires 100% phone-based internal client interaction
- Strong phone-based and written communication skills with individuals at all levels, internally and externally
- Exude confidence with internal clients when providing solutions
- Exceptional critical thinking skills
- Problem solving, personal accountability, ownership, and professionalism
- Ability to learn quickly and apply knowledge
- Apply concepts to real life situations
- Teamwork as well as ability to work well individually
- Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
- College degree preferred
- Possess general knowledge of financial markets
- Customer Service experience preferred.