Customer Service Representative

Lobel Financial Anaheim , CA 92808

Posted 3 weeks ago

Lobel Financial is searching for professional and courteous Customer Care Representatives to join our Anaheim team. The ideal candidate will have great problem solving skills and excellent telephone etiquette while communicating with customers.

Basic Responsibilities

  • Ability to think fast, find answers, and respond to customer issues, in a polite, empathic, and professional voice and manner

  • Answer and manage incoming calls, emails, and/or interactive voice response systems

  • Create a positive customer experience by assessing the customer's needs and providing correct answers or troubleshooting paths

  • Ability to learn and follow all customer service procedures and policies

  • Strive to meet and go above personal and team targets, goals, and quotas

  • Record, organize and file customer interactions and profile/account changes

Requirements & Qualifications

  • High school degree or equivalent

  • Previous experience in customer support, client services, sales, or a related field

  • Excellent at communicating over the phone and handling phone systems

  • Basic computer skills and experience with tracking and recording call information, filing documents or updating customer profiles/accounts

  • Excellent time management and prioritization skills

  • Ability to answer the phone, listen actively, relay information, and type basic information simultaneously

  • Customer-focused for positive customer experience and resolution

  • Bilingual Spanish/ English preferred

Company Benefits

  • 401K with company match

  • Medical, dental and vision

  • Optional life insurance

  • Paid holidays

  • Paid vacation and sick days

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Customer Service Representative

Lobel Financial