Job Summary We are seeking a detail-oriented and customer-focused Customer Service Representative to join our team. In this role, you will be the first point of contact for clients, ensuring a positive experience by handling inquiries, resolving issues, and providing accurate information about our financial products and services.

Key Responsibilities

• Answer inbound calls, emails, and chat inquiries in a professional and timely manner
• Provide accurate information regarding products, services, and account details
• Resolve customer issues with efficiency and empathy, escalating complex cases when necessary
• Maintain detailed and accurate records of customer interactions using CRM tools
• Follow up on client inquiries and ensure all concerns are addressed to satisfaction
• Collaborate with internal departments to improve service delivery and client experience
• Assist in onboarding new clients and guiding them through our service processes
• Stay informed on company policies, procedures, and industry regulations

Qualifications

• High school diploma or equivalent required; Associate's or Bachelor’s degree preferred
• Strong communication and problem-solving skills
• Ability to multitask and work in a fast-paced environment
• Familiarity with CRM software and Microsoft Office Suite
• A positive attitude, strong work ethic, and a customer-first mindset

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