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The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
Job description:
Role Purpose
The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
Do
- Support process by managing transactions as per required quality standards
- Field all incoming help requests from clients via telephone and/or emails in a courteous manner
- Document all pertinent end user identification information, including name, department, contact information, and nature of problem or issue
- Update own availability in the RAVE system to ensure productivity of the process
- Record, track, and document all queries received, problem-solving steps taken, and resolutions
- Follow standard processes and procedures to resolve all client queries
- Resolve client queries as per the SLA’s defined in the contract
- Access and maintain internal knowledge bases, resources, and frequently asked questions to aid in and provide effective problem resolution to clients
- Identify and learn appropriate product details to facilitate better client interaction and troubleshooting
- Document and analyze call logs to spot most occurring trends to prevent future problems
- Maintain and update self-help documents for customers to speed up resolution time
- Identify red flags and escalate serious client issues to Team Leader in cases of untimely resolution
- Ensure all product information and disclosures are given to clients before and after the call/email requests
- Avoid legal challenges by complying with service agreements
- Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating product menus and understanding features better
- Troubleshoot all client queries in a user-friendly, courteous, and professional manner
- Maintain logs and records of all customer queries as per standard procedures and guidelines
- Accurately process and record all incoming calls and emails using designated tracking software
- Offer alternative solutions to clients (where appropriate) to retain their business
- Organize ideas and communicate effectively according to the situation and audience
- Follow up and make scheduled callbacks to record feedback and ensure SLA compliance
- Build capability to ensure operational excellence and maintain high customer service levels
- Undertake product trainings to stay current with features, changes, and updates
- Participate in trainings as per client requirements/recommendations
- Partner with team leaders to identify training themes and learning issues
- Update job knowledge through self-learning and networking
Performance Parameters
- Process: Number of cases resolved per day, SLA compliance, customer feedback
- Self-Management: Productivity, efficiency, absenteeism, training hours, technical training completed
Mandatory Skills: Institutional_Finance_Buy_Side_Others.
Experience: 8-10 Years.
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Seniority level
Employment type
Job function
- Management and Manufacturing
Industries
- IT Services and IT Consulting