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Customer Service Representative
2 months ago
We are seeking a skilled Customer Service Representative to join our team at Compunnel Inc. in the financial services industry.
Job Summary:
As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, handling inbound calls, and resolving account-related issues.
Key Responsibilities:
- Handle 30-40 inbound calls daily, ensuring timely and accurate resolution of customer inquiries.
- Process account changes, withdrawals, loans, and other transactions with precision and attention to detail.
- Provide retirement account information and assist with forms and rejections, ensuring seamless customer experience.
- Stay up-to-date with company policies, procedures, and processes to deliver high-quality service.
- Meet key performance metrics, including customer satisfaction, accuracy, and reliability.
Requirements:
- 2+ years of customer service experience, with a strong track record of delivering exceptional service.
- Excellent communication skills (verbal and written); bilingual in English/Spanish is a plus.
- Ability to assist with website/app navigation and resolve account issues with ease.
- Strong organizational skills, with the ability to prioritize and manage multiple cases simultaneously.
- Post-secondary education or equivalent experience preferred.
- Familiarity with 401k/pension plans (or equivalent) is an asset.