Customer Service Representative
JOB DESCRIPTION
- Provide excellent customer service to all customers and adhere to department service level requirements
- Ensure privacy of customer information by adhering to Quantum’s verification standards
- Conduct research, follow-up on customer requests and input adequate notation for all customer related communications
- Provide customers with accurate and precise information in response to their requests
- Analytical ability to evaluate issues, develop options for resolution and determine the best approach in order to defuse potential escalations
- Perform continuous outreach to established customers, with a focus on customer retention
- Collaborate with multiple departments to address customer requests
- Prepare contracts and other legally binding documents for execution by our customers
REQUIREMENTS
- Ability to learn and adapt in a fast paced and remote environment
- Excellent problem solving skills and an ability to think outside the box
- Must be able to work productively and independently with the ability to prioritize assignments and issues of significance
- Open to procedural changes
- Must possess excellent communication skills (verbal and written)
- Must be an adept multitasker and demonstrate the ability to manage competing priorities
- Preferred experience in financial services product knowledge
- Skilled in Microsoft Office Suite (e.g., Excel, PowerPoint, Word) and willing to learn additional information systems and or software
- Bilingual (English / Spanish) preferred
- 3+ years experience in a Customer Service role
- Must be able to work flexible hours and willing to perform different tasks as assigned
- Suggested Hours : 9 : 30am-6 : 30pm Monday-Friday
- Hybrid in office / remote
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