Customer Experience Specialist
Job Summary
Serving as the primary customer service contact, the full-time Customer Experience Specialist will provide high-level support to clients, resolving issues and building financial confidence while working remotely.
Key responsibilities
- Educate clients by answering inbound inquiries regarding product knowledge and account maintenance
- Anticipate and respond to customer needs across multiple products and processes using various systems
- Build customer relationships by resolving requests in real-time and effectively communicating next steps
Required qualifications
- 4+ years of customer service experience or equivalent demonstrated through work experience, training, or education
- Proficiency with desktop applications such as MS Office and internet browsers
- Ability to navigate multiple software and web applications effectively
- Experience handling multiple tasks in a fast-paced environment
- Commitment to maintaining confidentiality
Complete Job Description
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