Customer Experience Specialist - Financial Services

PLS; Chelsea (MA); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k)

Vacation

Opportunities for advancement

Ongoing training

Job summary

PLS is seeking a Customer Service Representative in Chelsea, MA to be the store face of the brand, delivering outstanding service and educating customers on our financial products. You will handle transactions, maintain accuracy, and ensure compliance with regulations in a fast-paced retail environment.

The role requires English fluency, flexibility for early mornings/evenings/weekends/holidays, and may involve English/Spanish bilingual interactions.

Qualifications

• Previous customer service experience in hospitality, financial services, retail or restaurant preferred.
• Ability, willingness, and comfort to engage with customers.
• Ability to offer products and services to customers based on their needs.
• Exceptional attention to detail and ability to multi-task.
• Professional appearance and demeanor.
• Must be honest and have integrity.
• Able to work flexible hours, including early morning, evenings, weekends, and holidays.
• English fluency is required.
• English/Spanish bilingual is a plus.

Responsibilities

• Providing outstanding customer service to ensure repeat business.
• Educating our customers on our products and services.
• Ensuring all transactions are completed in compliance with federal, state, and local regulations.
• Following company policies and procedures.
• Maintaining a balanced cash drawer.
• Completing all transactions accurately, including cash handling.
• Using our point-of-sale system to access information and process transactions.
• Resolving customer complaints or referring complaints to the Store Manager for resolution.
• Helping to maintain a neat and clean store environment for our customers and team members.

Skills

Customer service

English fluency

Attention to detail

Bilingual (English/Spanish)

Professional appearance

Integrity

Tools

POS system

Job description

PLS is seeking a Customer Service Representative in Chelsea, MA to be the store face of the brand, delivering outstanding service and educating customers on our financial products. You will handle transactions, maintain accuracy, and ensure compliance with regulations in a fast-paced retail environment.

The role requires English fluency, flexibility for early mornings/evenings/weekends/holidays, and may involve English/Spanish bilingual interactions.