Simplified Financial Solutions Specialist
4 days ago
This position serves as the first point of contact for customers, providing basic support, gathering feedback, and assisting with account management tasks.
Main Objectives:
- Ensure seamless customer onboarding and adoption.
- Provide timely and effective support to resolve customer inquiries and issues.
- Collect and analyze customer feedback to improve our financial solutions.
- Maintain accurate customer data and records.
Key Qualifications:
- Bachelor's degree in Business, Communications, or related field.
- 3-5 years of experience in the same role or similar roles.
- Strong interpersonal and communication skills, both written and verbal.
- Basic understanding of customer service principles and practices.
- Proficiency in Microsoft Office suite and familiarity with CRM systems.
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