Customer Engagement Representative
Job Summary
To support client engagement, the part-time Customer Engagement Representative will manage an assigned portfolio of clients by handling inbound inquiries via phone and email while working remotely from 11 AM to 3 PM, Monday through Friday.
Key responsibilities
- Manage and support an assigned portfolio of clients, addressing questions, issues, and requests promptly
- Resolve product or service concerns by clarifying customer needs and providing appropriate solutions
- Coach customers on Shamrock's tools and services to enhance understanding and satisfaction
Required qualifications
- Bachelor's degree in business administration, finance, or a related field preferred
- Reliable high-speed internet connection for remote work
- Proficiency in Microsoft Office and data entry
- Experience in the financial industry is a plus
- Demonstrated ability to meet deadlines
Complete Job Description
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