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    Client Specialist Associate - San Diego, United States - Vets Hired

    Vets Hired
    Vets Hired San Diego, United States

    1 day ago

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    Description

    About the job Client Specialist Associate

    Job Description

    You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key to enhancing our customer-focused product and supporting its users.

    Responsibilities

    • Deliver above-and-beyond customer service and experiences through phone, email and social media channels.
    • Explain complex investment principles clearly, helping prospects and customers see the benefits of our products.
    • Troubleshoot customer issues and concerns, investigating why they happened, and communicate to find rapid resolutions.
    • Act as the internal voice of the customer, offering insights to help build a better product.
    • Suggest improvements to company processes. (website, frequently asked questions, etc.)
    Requirements
    • 2-3 years of relevant work experience.
    • Expertise with customer service, financial services or retail banking.
    • Technical savvy, specifically the ability to navigate multiple systems simultaneously to respond to customer inquiries.
    • Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and over the phone.
    Bonus Points
    • Customer service or related experience working with CRM systems (Salesforce, ZenDesk, ZoHo)
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