Job Description

The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.

Responsibilities:

Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues.
Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs.
Maintain working product knowledge - Act as a product expert to ensure the information given to customers is accurate, up-to-date and strategic.
Track interactions in CRM - Record customer interactions in the internal system for cross-functional awareness and relationship development.
Assist customers with any queries they may have via calls, email, chat and/or social media
Represent the brand in a professional and friendly manner
Empathize with and prioritize customer needs, escalating issues to internal teams as appropriate
Demonstrate ownership in documenting and resolving customer issues
Ability to multi-task on assigned tasks

Requirements:

Bachelor’s degree or equivalent
0 - 1+ year(s) proven experience in supporting client success
Excellent written and verbal communication skills
Understanding of financial services and smartphone apps