Customer Support Associate

hace 2 semanas


Santa Ana, Costa Rica Convera A tiempo completo

Job Summary:

The role of the Customer Support Associate - Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of pre
- and post-transaction queries, driving Client satisfaction and retention.

This role supports and encourages Clients in using online digital tools and identifies opportunities for upsell, working closely with the Sales team

Duty/Responsibility:

Keying in transactions, sending customer communications and processing payments, as well as renewing monthly transaction requests.

Maintain accurate SFDC records

Ensure that client requests are handled on time and with accuracy

Participate in team initiatives as needed

Identifies areas of improvement and put them forward to the team

Liaising with internal departments regarding post payment queries and you are expected to proactively manage control and control work levels

Adhering to compliance and regulatory requirements while delivery high level customer

  • Santa Ana, Costa Rica Convera A tiempo completo

    **Costumer Support Associate** The role of the Customer Support Associate is to facilitate a positive journey for Clients through the efficient and timely handling of pre - and post-transaction queries, driving Customer satisfaction and retention. **You will be responsible for**: **Request Handling - Pre & post-transaction queries.** - Resolve...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Job Summary: The role of the Customer Support Associate Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of pre- and post-transaction queries, driving Client satisfaction and retention. This role supports and encourages Clients in using online digital tools and identifies opportunities for upsell,...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Customer Support Associate** The primary purpose of the Customer Support Associate is to provide internal support to the sales/operations group; may act as a liaison to client. Main responsibilities may include handling the administration of client transactions, pre/post-sales support, project/process management, daily banking, and other accounting and...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Costumer Support Associate (English and French Speaking).** ***The role of the Customer Support Associate is to facilitate a positive journey for Clients through the efficient and timely handling of pre **You will be responsible for**: Request Handling - Pre & post-transaction queries. - Resolve multi-channel Customer transaction queries providing...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Costumer Support AssociateThe role of the Customer Support Associate is to facilitate a positive journey for Clients through the efficient and timely handling of pre- and post-transaction queries, driving Customer satisfaction and retention.You will be responsible for:Request Handling - Pre & post-transaction queries Resolve multichannel Customer transaction...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Costumer Support AssociateThe role of the Customer Support Associate is to facilitate a positive journey for Clients through the efficient and timely handling of pre- and post-transaction queries, driving Customer satisfaction and retention.You will be responsible for:Request Handling - Pre & post-transaction queries. Resolve multichannel Customer...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Costumer Support Associate (English and French Speaking).***The role of the Customer Support Associate is to facilitate a positive journey for Clients through the efficient and timely handling of preYou will be responsible for:Request Handling - Pre & post-transaction queries. Resolve multichannel Customer transaction queries providing answers immediately...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Job Summary**: The role of the Customer Support Associate - Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of pre - and post-transaction queries, driving Client satisfaction and retention. This role supports and encourages Clients in using online digital tools and identifies opportunities for...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **ob Summary**: The role of the Customer Support Associate - Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of pre - and post-transaction queries, driving Client satisfaction and retention. This role supports and encourages Clients in using online digital tools and identifies opportunities for...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Job Summary**: The role of the Customer Support Associate - Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of pre - and post-transaction queries, driving Client satisfaction and retention. This role supports and encourages Clients in using online digital tools and identifies opportunities for...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Job Summary**: - The role of the Customer Support Associate - Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of pre - and post-transaction queries, driving Client satisfaction and retention. - This role supports and encourages Clients in using online digital tools and identifies opportunities for...

  • Customer Service Nz

    hace 4 semanas


    Santa Ana, Costa Rica Convera A tiempo completo

    **Costumer Support Associate** The role of the Customer Support Associate is to facilitate a positive journey for Clients through the efficient and timely handling of pre - and post-transaction queries, driving Customer satisfaction and retention. **You will be responsible for**: **Request Handling - Pre & post-transaction queries** - Resolve multi-channel...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Costumer Support Associate** The role of the Customer Support Associate is to facilitate a positive journey for Clients through the efficient and timely handling of pre - and post-transaction queries, driving Customer satisfaction and retention. **You will be responsible for**: **Request Handling - Pre & post-transaction queries** - Resolve multi-channel...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Costumer Support Associate (French and English speaking)JOB REQUIREMENTS: 1 years' experience in a busy team in a clientfacing function within the financial services sector. A passion for excellence in customer service and customer management, along with a proven track record for embedding this passion in team culture. Ability to lead by example and deliver...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Costumer Support Associate/Collector** **You will be responsible for**: **Outstanding Invoices -50% of the time** - Daily monitoring of outstanding invoices. - Thorough investigation before contacting the customer. - Intellimatch / Sales Force updated with contact made and conversation around outstanding's. - Daily reporting to the GTM team and Operations...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Costumer Support Associate/CollectorYou will be responsible for:Outstanding Invoices -50% of the time Daily monitoring of outstanding invoices. Thorough investigation before contacting the customer. Intellimatch / Sales Force updated with contact made and conversation around outstanding's. Daily reporting to the GTM team and Operations Management. Any trends...


  • Santa Ana, Costa Rica Convera A tiempo completo

    ob Summary:The role of the Customer Support Associate - Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of pre- and post-transaction queries, driving Client satisfaction and retention.This role supports and encourages Clients in using online digital tools and identifies opportunities for upsell,...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Responsibilities: Ensure that all relevant information is input accurately and completely into SFDC and is updated each time an action is carried out relating to that client. Update cases and clients regularly, in accordance with agreed SLAs. Act as bridge between Sales, Client and OperationsCommunication: Maintains focus on personal and team goals, all...


  • Santa Ana, Costa Rica Convera A tiempo completo

    **Costumer Support Associate (French and English speaking)** ***JOB REQUIREMENTS**: - 1 years' experience in a busy team in a client-facing function within the financial services sector. - A passion for excellence in customer service and customer management, along with a proven track record for embedding this passion in team culture. - Ability to lead by...


  • Santa Ana, Costa Rica Convera A tiempo completo

    Client Services is to facilitate a positive journey for Clients through the efficient and timely handling of preWe are looking to someone to cover NZ region: 2:30pm 11:00pm or 3:0011:30pm Costa Rica Time, Sunday to Thursday.Duty/Responsibility Percentage of TimeRequest Handling - Pre & post-transaction queries Resolve multichannel Client transaction queries...