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    Customer Service Representative III Arizona Office - Chandler, United States - Tucci Learning Solutions

    Tucci Learning Solutions
    Tucci Learning Solutions Chandler, United States

    1 day ago

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    Customer Service Representative III Job Details Job Location Arizona Office - Chandler, AZ Job Category Admin - Clerical
    POSITION SUMMARY The Customer Service Team aims to provide Optima Tax Relief (Optima) clients with an excellent experience to continue to build value and confidence in the Optima brand.

    The ultimate goal is to enhance client satisfaction and build relationships with Optimas clients. To this end, the Customer Service Team treats each customer in a professional, courteous, respectful, and ethical manner. Team members are trained to actively listen to the clients needs and to respond appropriately. All this is done while ensuring compliance with Federal/State disclosure requirements and explanatory statements.

    As a liaison between Optima Tax Relief, LLC Clients and Servicing Department, the Customer Service Representative III will be relied upon to answer inbound calls from clients for status updates.

    The incumbent will communicate in an open, helpful and engaging tone to answer client's frequently asked questions.

    Additionally, this position will work with various teams to address client concerns in a high-volume professional environment
    ESSENTIAL DUTIES & RESPONSIBILITIES Collect on outstanding document requests required to properly service a clients case Respond to inquiries from existing clients and receive inbound calls for status updates Act as liaison between client and the Case Manager or the Tax Preparer assigned Use time management skills to prioritize daily workload and calls received Provide outstanding customer service through first call resolution Performs other duties as assigned.


    EDUCATION AND EXPEREINCE REQUIREMENTS High school diploma or equivalent education required 2 plus years relevant experience.
    KNOWLEDGE, SKILLS,& ABILITIES Strong interpersonal, written and verbal communication skills. Type a Minimum of 35 WPM Client Focus, High Sense of Urgency, and Professionalism Team Player Strong Work Ethic and Commitment to Excellence
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