Customer Service Representative

This role offers a contract to permanent employment opportunity.

• Handle customer inquiries via various communication channels such as phone, email, and chat
• Provide accurate information about our products and services to customers
• Resolve customer issues and complaints with a positive attitude
• Maintain detailed records of customer interactions in our CRM system
• Collaborate with team members to improve the overall customer experience
• Stay up-to-date on product knowledge and company policies
• Efficiently process customer credit applications
• Monitor customer accounts and take appropriate action
• Use Microsoft Excel and Microsoft Word for data and order entry
• Schedule appointments as per customer requirements • Proficiency in Microsoft Excel and Microsoft Word
• Excellent customer service skills, with experience in a call center environment
• Ability to handle both inbound and outbound calls
• Experience with data entry and order entry
• Ability to schedule appointments effectively
• Strong written communication skills, with experience in email correspondence
• Ability to answer inbound calls promptly and professionally
• Familiarity with the financial services industry
• High level of attention to detail and accuracy
• Strong problem-solving skills and the ability to handle customer issues effectively
• Good time management skills and the ability to prioritize tasks
• Ability to work effectively as part of a team
• detail oriented and courteous manner
• Ability to handle confidential information responsibly.