Financial Services Coordinator

2 days ago


Riyad Al Khabra, Saudi Arabia Talent 360 Full time
Key Responsibilities:
  1. Assist with customer onboarding processes, including account setup and initial training.
  2. Respond to basic customer inquiries and support requests via email, phone, and chat.
  3. Help customers navigate the product and troubleshoot common issues.
  4. Gather and document customer feedback, feature requests, and pain points.
  5. Assist in creating and maintaining customer support documentation and FAQs.
  6. Monitor customer health metrics and flag potential issues to Customer Success Managers.
  7. Assist in organizing and conducting customer training sessions and webinars.
  8. Maintain accurate customer data in the CRM system.
  9. Support the Customer Success team with administrative tasks and reporting.
  10. Collaborate with other departments to resolve customer issues and improve the overall customer experience.


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