Financial Services Account Associate Specialist

4 tygodni temu


Poznań, Greater Poland Jobs for Humanity Pełny etat

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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