The Quality Customer Service Representative is responsible for performing all tasks involved with Client Services. This position will involve learning and explaining services and products on behalf of all of our clientele.
Principal Duties and Responsibilities:
(Management may amend or assign duties and responsibilities to this job with appropriate notification)
Follow directions and work as a team.
Responsible for assigned customer accounts.
Responsible for the accuracy of all paperwork that arrives for assigned accounts.
Ensure that all inbound and outbound paperwork is completed accurately and correctly.
Maintains training abilities for clients and consumers
Responsible for accuracy of all entries for client services and sales
Create all in-office projects and classroom training products
Must be pleasant, professional, detailed communication skills and Outlook skills.
Plan, coordinate, and run five 15‐person outreach shifts per week
Comfort working with iPads and tablet-based software
Analyze the profitability and efficiency of the team
Learning basic customer service techniques and client services to help with problem shooting
Qualifications and Key Skills:
(The following are representative of the education, experience, knowledge, skills or ability required for this position)
Must be able to follow directions and work as a team
Must be knowledgeable with Microsoft Office.
Must have strong oral communication skills.
Ability to prioritize tasks effectively and execute quickly
Professional Business Attire and Training Ability
The position could involve standing for long periods of time throughout the day.
Superior organizational skills - able to manage multiple priorities simultaneously
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Job ID: FINAO
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