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Customer Service Representative - Financial

Role overview

Qualifications

  • Prior customer service experience preferred
  • Strong communication skills
  • Problem-solving skills
  • Dependable and detail-oriented

Responsibilities

  • Deliver professional, timely, and empathetic support to clients and creditors via phone
  • Actively listen, troubleshoot issues, and strive for first-call resolution
  • Accurately document client interactions and maintain detailed records
  • Build positive client relationships through clear communication and personalized service

Key facts

Other skills

  • Customer Service
  • Troubleshooting (Problem Solving)
  • Computer Literacy
  • Multitasking
  • Communication
  • Reliability
  • Adaptability
  • Collaboration

About the company

Best Office Staff - Recruitment logo

Best Office Staff - Recruitment

Company details

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Job description

Campaign: Financial (Credit Services)

Role: Customer Service Representative


This role serves as the primary point of contact for our clients and creditors, handling both inbound and outbound calls. Success in this position requires a strong focus on client satisfaction, accountability, problem resolution, and dependability, along with the ability to build trust and maintain accurate documentation.


At a high level, the ideal candidate will:

• Deliver professional, timely, and empathetic support to clients and creditors via phone
• Actively listen, troubleshoot issues, and strive for first-call resolution
• Accurately document client interactions and maintain detailed records
• Build positive client relationships through clear communication and personalized service
• Demonstrate strong computer proficiency, multitasking, and data entry skills
• Collaborate effectively with internal teams to support a seamless client experience
• Adhere to company policies, service standards, and compliance requirements


We are specifically looking for individuals who are customer-centric, dependable, detail-oriented, adaptable, and collaborative, with strong communication and problem-solving skills. Prior customer service experience is preferred.


Tech Requirements

• Processor: Intel i5, Ryzen 5, or higher
• RAM: 16GB or more
• Setup: Dual Monitor
• OS: Windows 11 Pro/Home
• Accessories: Noise-canceling headset and working camera

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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