Client Service & Sales Specialist

Goldgate Financial; San Diego (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

Goldgate Financial in San Diego is looking for a Service Representative to enhance our customer service team. The ideal candidate should possess strong communication skills and have basic computer expertise. Responsibilities include managing inquiries, processing orders, and liaising with internal teams.

This position aims to provide excellent service and support to our clients in achieving their financial goals, emphasizing efficiency and professionalism.

Qualifications

• Good at customer/sales service.
• Strong organizational skills are essential.
• Ability to handle multiple tasks effectively.

Responsibilities

• Respond promptly to customer inquiries.
• Process orders, forms, applications, and requests.
• Keep records of customer interactions and transactions.
• Communicate and coordinate with internal departments.

Skills

Strong written and verbal communication skills

Basic computer skills

Ability to manage multiple priorities

Good team skills

Excellent organizational skills

Positive professional attitude

Job description

Goldgate Financial in San Diego is looking for a Service Representative to enhance our customer service team. The ideal candidate should possess strong communication skills and have basic computer expertise. Responsibilities include managing inquiries, processing orders, and liaising with internal teams.

This position aims to provide excellent service and support to our clients in achieving their financial goals, emphasizing efficiency and professionalism.