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    Customer Service Representative - Dallas, United States - Quest Trust Company

    Quest Trust Company
    Quest Trust Company Dallas, United States

    3 weeks ago

    Default job background
    Description

    **Customer Service Representative**

    Front Desk Dallas, Texas Minimum Experience **Entry-level** Compensation **$15 - $20 / hour** About Quest Trust Company

    Perks & Benefits:

    Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and training, and consistent mentorship. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market.

    Opportunity for internal promotions and career development

    Excellent growth and advancement opportunities

    Health Insurance (available after 60 days of full-time employment)

    6 Paid Holidays

    48 hours of personal time each year

    401(k) plan enrollment after one year of service

    10 paid vacation days after one year of service

    15 paid vacation days after five years of service

    Free snacks and drinks for staff

    Quarterly team building activities and much more

    Roles & Responsibilities include (but not limited to):

    Customer Service Representatives in our Front Desk department are the first to interact with our customers and clients and provide them with world famous customer service to ensure excellent service standards. Customer Services Representatives respond efficiently to client inquiries, direct calls to the appropriate departments and maintain high customer satisfaction. Customer Service Representatives must be able to work well in a fast-paced environment and possess excellent verbal and written communication skills. Interpersonal and collaboration skills are necessary.

    This is an entry-level position with 12 weeks (or less) of customer service skills training. Once you understand our Self-Directed IRAs, our customer service model and fully follow our philosophy, you will be eligible to apply for internal positions.

    Exhibit strong customer services skills while managing substantial amounts of inbound and outbound calls

    Answer, screen, and forward incoming phone calls

    Comply with procedures, rules, and regulations

    Maintain a positive, empathetic, and professional attitude toward customers and clients

    Acknowledge and respond promptly to customer and client inquiries

    Resolve customer and client complaints when needed

    Take and relay messages; check voicemails

    Process incoming faxes and emails

    Communicate and coordinate with colleagues as necessary

    Manage and develop client relationships and deliver world famous customer service

    Verify all documentation requirements are met and accurately input data into databases, spreadsheets, or Salesforce

    Participate in and comply with all required firm and regulatory continuing education provided by Quest Trust Company

    Participate in special projects and other tasks as assigned

    Education & Experience

    High School Diploma is required

    College Degree is preferred

    A minimum of 1-2 years of directly job-related experience is recommended

    Skills & Qualifications

    Professional appearance

    Experience with Salesforce platform or comparable CRM preferred

    Time management skills with the ability to organize and prioritize

    Must be able to work well in a team environment

    Willingness to grow and accept new challenges

    Regular and reliable attendance is an essential function of this position

    Excellent customer service

    Must be adaptable

    Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)

    Type minimum 55-60 WPM ( ) (Attach screen shot of results to resume)

    Location Dallas, Texas Minimum Experience Entry-level Compensation $15 - $20 / hour

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