Financial Services Account Associate Specialist
4 tygodni temu
About the Role:
We are seeking a highly skilled Financial Services Account Associate Specialist to join our team at Jobs for Humanity. As a valued member of our call center, you will be responsible for delivering a positive customer experience in a metric-driven environment.
Key Responsibilities:
- Answer and process routine to complex customer requests and inquiries, resolving customer concerns/problems and contributing to the resolution of escalated issues.
- Identify customer's current and future needs to proactively enhance the customer experience.
- Actively identify opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.
- Communicate with customers by telephone, fax, email, or letter, whichever method is most appropriate.
- Actively promote new/existing products and services.
- Act as a subject matter resource to colleagues and on projects.
- Business process improvement activities.
Requirements:
- Strong verbal and written French and English communication.
- Ability to productively handle inbound telephone calls and meet performance goals.
- Ability to multi-task using various systems to address customer needs.
- Ability to work both independently and in a team environment.
- Strong relationship building, communication, and problem-solving skills.
- Experience working with global/other teams.
- Detail-oriented and high regard for deadlines and deliverables.
- Problem Solving and customer resolution skills.
- Strong skills in Microsoft Office applications.
- Investment industry or financial services experience desired.
- University Degree or equivalent experience.
What We Offer:
- Working in the innovative and entrepreneurial environment of a growing international company.
- Option to work fully remotely, with the company providing the necessary equipment.
- Development opportunities through online training and LinkedIn Learning.
- Participation in projects and training sessions focused on both soft skills and technical skills.
- A unique working atmosphere with team integration meetings and a friendly working environment.
- The opportunity to get involved in social projects and local initiatives.
- Language courses.
- Contract of employment with competitive salary and excellent benefits.
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