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Doral

    Client Services Specialist - Doral, United States - Trade with Pluto

    Trade with Pluto
    Trade with Pluto Doral, United States

    3 weeks ago

    Default job background
    Description
    The Client Service Specialist assists our clients with great customer service, operations, and sales support.

    Serves as the first point of contact for walk-in and call-in clients which include greeting, directing, and assisting them with any service-related difficulties, as well as account queries, issues, problem resolution, and escalations.

    The Client Service Specialist assists our clients with great customer service, operations, and sales support.

    Serves as the first point of contact for walk-in and call-in clients which include greeting, directing, and assisting them with any service-related difficulties, as well as account queries, issues, problem resolution, and escalations.


    KEY RESPONSIBILITIES
    Adhere to all compliance/risk procedures and follow corporate and industry protocols.
    Ensure that all paperwork, policy and procedures for client requests have been adhered-to, in order to satisfy compliance requirements.
    Responsible for the day-to-day operations and administrative functions
    Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners
    Participate in projects to improve processes and enhance the client experience
    SKILLS & EXPERIENCE REQUIREMENTS

    Excellent communication and computer skills, including MS Word, Excel, and Powerpoint.
    Research and resolution of complex client inquiries via phone, cases, and chat.
    Excellent interpersonal and organizational skills; Strong attention to detail.
    Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm.
    Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.
    Must demonstrate a positive and professional image at all times.
    1-2 years of customer service and/or sales experience preferred.
    We never share your details with third parties.
    #J-18808-Ljbffr
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