Client Support Specialist

hace 7 días


San José, San José, Costa Rica Convera A tiempo completo

The role of the Client Services Associate is to facilitate a positive customer experience through efficient and timely handling of pre and post-transaction queries.

This position supports and encourages clients in utilizing online digital tools and identifies opportunities for upsell, working closely with the Sales team.

Key responsibilities include:

  • Resolve multi-channel client transaction queries providing answers immediately where possible and escalating to Sales teams when required.
  • Utilize business and product knowledge to identify opportunities to refer to Sales teams, to meet additional client needs and increase revenue.
  • Support and encourage clients to utilize digital platforms by demonstrating the functionality of online tools and explaining the benefits.

Additionally, this role involves:

  • Maintaining accurate SFDC records
  • Ensuring that client requests are handled on time and with accuracy
  • Participating in team initiatives as needed

**Requirements:**

- Excellent written and verbal communication skills in English and French.

- Ability to ask probing questions to understand customer needs.

- Familiarity with office productivity tools such as MS Office, Outlook, Excel, and Salesforce.

- Professional telephone manner with an ability to develop rapport with external customers.



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