The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.
Responsibilities:
Consult on customer success – Advise customers on how to successfully leverage the product/service based on their unique needs.
Maintain working product knowledge – Act as a product expert to ensure the information given to customers is accurate, up-to-date and strategic.
Track interactions in CRM – Record customers interactions in internal system for cross-functional awareness and relationship development.
Represent the brand in a professional and friendly manner
Empathize with and prioritize customer needs, escalating issues to internal teams as appropriate
Demonstrate ownership in documenting and resolving customer issues
Ability to multi-task on assigned tasks
Requirements:
Bachelor’s degree or equivalent
2-3 years of proven experience in supporting client success
Excellent written and verbal communication skills
Ability to address complaints and issues with effective solutions and a positive attitude
Passion for delighting customers with above-and-beyond service
Excellent time-management and prioritization skills
Familiarity with CRM system
Understanding of financial services and smartphone apps
Typing speed of 45wpm or above
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