Customer Service Representative (REMOTE)

2024-03-22 | Davis & Associates CPA Firm | Other | Other | Canada

Perks & Benefits:

Seniority level:
Entry level
We understand that everyone's financial needs are unique, which means our approach to providing tailored plans involves taking the time to get to know you and your individual goals. Through thoughtful conversations with our experienced team of professionals, we will help you understand your objectives, identify areas for improvement, and craft strategic plans to help you achieve your financial aspirations.

We created our integrated strategy to ensure we provide exceptional service that meets our clients at every stage of life. So, whether you are a young executive just starting out, navigating the stages of early retirement planning, running your own business, or are interested in legacy planning--we'll guide you through every step.

Desired Qualifications

  • High school diploma, general education degree, or equivalent.
  • Ability to stay calm when customers are stressed or upset.
  • Comfortable using computers.
  • Experience working with customer support.

Responsibilities

  • Maintaining a positive, empathetic, and professional attitude toward customers at all times.
  • Responding promptly to customer inquiries.
  • Communicating with customers through various channels.
  • Acknowledging and resolving customer complaints.
  • Knowing our products inside and out so that you can answer questions.
  • Processing orders, forms, applications, and requests.
  • Keeping records of customer interactions, transactions, comments, and complaints.
  • Communicating and coordinating with colleagues as necessary.
  • Providing feedback on the efficiency of the customer service process.
  • Managing a team of junior customer service representatives.
  • Ensure customer satisfaction and provide professional customer support.

Perks And Benefits

  • Competitive salary.
  • Health benefits.
  • Flexible work arrangements.
  • Professional development opportunities.
  • Generous paid time off.
  • Retirement savings options.
  • Employee discounts and perks.
  • Diversity and inclusion initiatives.
  • Company culture and values.
  • Opportunities for advancement.

Skills: receptionist duties,empathy,active listening,social perceptiveness,computer skills,analytical thinking,stress management,relationship building,excel,communication,organizational & writing skills,decision making,conflict resolution,technical skillset,client management,product knowledge,adaptability,vendor management,team building,critical thinking,cultural awareness,multitasking,customer service,problem-solving skills,teamwork,appointment scheduling,problem-solving,social media management,client follow-up,team management,conflict management,customer relationship management,persuasion,health,time management,creativity skills,negotiation skills,emotional intelligence,crm systems,communication skills,sales skills,performance management

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