Senior Vice President, Client Services
Visante
Client Services Agent - Remote
Acumen Fiscal Agent
full-time
Posted on:
Location: Idaho • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide exceptional support to clients via phone, email, and chat
- Assist clients in understanding and navigating our financial products and services
- Resolve client issues and concerns efficiently, ensuring their satisfaction
- Document client interactions accurately in our system
- Collaborate with internal teams to ensure comprehensive client support
- Offer feedback on service trends to further enhance the client experience
- Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues
Requirements
- Must be able to work remotely
- Excellent verbal and written skills
- Strong problem-solving abilities and attention to detail
- Previous experience in customer service or client support is preferred
- Familiarity with financial services or a relevant industry is a plus
- Ability to work independently in a remote setting
- Experience with customer relationship management (CRM) tools is beneficial
- Strong organizational skills and capacity to manage multiple tasks
- Strong knowledge of excel and computer systems
