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Customer Service Specialist

Skills
Customer ServicePhone EtiquetteZoom
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Customer Service
  • Phone Etiquette
  • Zoom

Nice to have

  • Client-focused
  • Professional communication
  • Growth mindset
  • Remote ready

Day to day

  • Speak with individuals who have already requested information and are ready for assistance
  • Assess client needs carefully and provide clear guidance on financial decisions
  • Present solutions professionally and help complete applications through virtual systems