Customer Service Associate

Roles and Responsibilities :

• Handle customer inquiries, resolve issues, and provide excellent customer service via phone calls.
• Process transactions accurately and efficiently using CRM software (e.g. Salesforce).
• Collaborate with internal teams to resolve complex customer complaints and improve overall customer satisfaction.
• Meet or exceed performance targets for call handling time, quality scores, and first-call resolution rates.

Job Requirements :

• 1-3 years of experience in a similar role within the financial services industry.
• Excellent communication skills with ability to articulate technical information clearly over the phone.
• Proficiency in multitasking and prioritizing multiple tasks simultaneously while maintaining attention to detail.
• Basic computer literacy with proficiency in Microsoft Office applications (Excel) and CRM software.