Client Service Representative

Hall Financial Boston , MA 02114

Posted 4 months ago

Job Summary
Are you looking for a fast-paced job that will allow you to utilize your superior customer service skills in a rewarding environment? We would love for you to become a respected member of our team! As a valued customer service representative, you will be the first line of communication for our customers and will become the trusted face of our company. Earn monetary rewards and prizes as you help drive yourself and your team to successfully meet monthly, quarterly and annual sales goals. Experience the excitement of fostering team unity as you work closely with management and fellow employees to nurture trust and build rapport with our customers.
Job Responsibilities
  • Interact with customers by answering phone calls promptly, and meeting with customers in person as needed.
  • Resolve complaints and customer problems in an efficient and friendly manner with the primary goal of satisfying their needs and continuing to earn their business.
  • Perform basic billing duties, including completing customer transactions, issuing refunds as needed, researching past billing discrepancies and taking care of product exchanges.
  • Provide customers with status reports on applications.
  • Update customer databases, including contact details, past complaints and resolutions, billing information, and auto-shipment enrollment.
  • Meet weekly, monthly and annual goals for call volume, customer satisfaction, sales and rapid response times.
  • Analyze and set personal and departmental performance goals designed to improve customer satisfaction. Assist management in coming up with attractive incentives and rewards for superior performance.
  • Participate in weekly interdepartmental meetings and prepare to report on any customer issues that came up during the week and how they were resolved.
    *
Job Skills & Qualifications
Required
  • High school diploma or equivalent
  • Ability to comfortably sit for long periods of time
  • Attention to details
  • Strong interpersonal skills
    *
Preferred
  • Ability to resolve conflict and de-escalate tense situations
  • Previous customer service experience
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Service Representative

Bank Of America Corporation

Posted 2 weeks ago

VIEW JOBS 11/7/2019 12:00:00 AM 2020-02-05T00:00 Job Description: At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our clients when they need us most – whether they're just starting out, buying a home, building a family or planning for retirement. We're looking for the next generation of Client Service Representatives - those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those with a passion for assisting clients with their banking transactions while building relationships and helping to identify their needs. As a Client Service Representative, you'll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services. From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into roles as a Relationship Banker, Relationship Manager, Financial Center Operations Manager or Financial Center Manager – with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility. * Continuously learn and advance your career goals through intentional career paths to the next best role. * Use resources and innovative technologies to optimize the client experience. * Provide clients with a personalized rewarding experience that starts with providing accurate information as well as understanding each client's unique needs. * Process transactions accurately and efficiently to build client confidence and trust, based on established policies and procedures * Be the advocate for clients who visit financial centers ensuring they connect to solutions that meet their financial goals. As a Client Service Representative, you can look forward to * Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. * Resources and dedicated support to help you reach your full potential throughout your career. * A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow. * Progressive workplace practices and initiatives that promote inclusion. We're a culture that * Believes in responsible growth and has a proven dedication to supporting the communities we serve. * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. * Collaborates effectively to get things done, building and nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Communicates effectively and confidently, and is comfortable engaging all clients. * Has the ability to learn and adapt to new information and technology platforms. * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. * Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs. * Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment. * Has a minimum of six months of experience offering solutions and services based on the client's needs. * In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. * Can be flexible to work weekends and/or extended hours as needed. * Spanish speaking. Desired skills: * Experience in financial services and knowledge of financial services industry, products and solutions. * Six months of cash handling experience. * Experience working in an environment with individual and team goals where goals were routinely met or exceeded. Posting Date: 11/06/2019 Location: Boston, MA, MASS AVENUE BC, 133 Massachusetts Ave, - United States Travel: No Full / Part-time: Part time Hours Per Week: 30 Shift: 1st shift Bank Of America Corporation Boston MA

Client Service Representative

Hall Financial