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Customer Support Professional
hace 1 semana
We are seeking a highly skilled and motivated Customer Support Associate to join our team. The primary purpose of this role is to provide internal support to the sales/operations group, acting as a liaison to clients.
Key Responsibilities- Handle client transactions, pre/post-sales support, project/process management, daily banking, and other accounting and administrative functions.
- Maintain thorough understanding and knowledge of transaction processes, risk management rules, and industry-specific policies and procedures.
- Ensure accurate and complete information input into SFDC, with regular updates in accordance with SLAs.
- Provide transaction monitoring, frequent reporting, or dedicated point of contact for agreed clients, as directed by the Customer Support Team Leader.
- Act as conduit between Sales, Client, and Operations, maintaining focus on personal and team goals.
- Offer support and advice to internal and external clients, responding to queries within agreed SLA.
- Experience in a busy team in a client-facing function within the financial services sector.
- Passion for excellence in customer service and customer management, with a proven track record for embedding this passion in team culture.
- Able to lead by example and deliver service excellence to customers.
- Maintain and exceed targets, meet tight deadlines, identify own development areas, and training needs.
- Excellent communication and listening skills, with ability to network and build internal/external relationships at all levels.
- Highly driven, with strong desire to succeed, analytical capacity, innovative problem-solving skills, high degree of professionalism.
- Team player, effective time management skills, solid computer skills with ability to use MS Outlook, Excel, Word, PowerPoint, and the Internet.
