Customer Service Advisor

Job Summary

A company is looking for a Customer Services Advisor.

Key Responsibilities

• Serve as the primary contact for customers regarding service issues and assist in troubleshooting and entering service requests
• Educate clients and advisors on services and policies while resolving usability issues and referring complex cases to service partners
• Respond to customer inquiries and process routine service transactions efficiently to meet service goals

Required Qualifications

• Previous customer service experience is a plus
• Financial services industry experience is a plus
• Ability to explain policies or concepts clearly
• Demonstrated ability to manage multiple priorities in a fast-paced environment
• Skill in identifying and resolving root cause issues