Customer Service Rep – Growth & Training in Finance

Ruiz Financial Solutions; New York (NY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Opportunities for career growth and development

Supportive and collaborative work environment

Comprehensive training and resources

Job summary

A leading financial services company in New York is seeking a Customer Service Representative to provide exceptional customer service and assist clients with their financial needs. The ideal candidate should have strong communication skills, previous customer service experience, and proficiency in Microsoft Office. This full-time role offers a competitive salary, benefits package, and opportunities for career growth in a supportive work environment.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Previous customer service experience, preferably in the financial industry.
• Excellent communication and interpersonal skills.
• Strong problem-solving and decision-making abilities.
• Ability to multitask and work in a fast-paced environment.
• Proficient in Microsoft Office and other computer applications.
• Must be able to work full-time, 40 hours per week.

Responsibilities

• Respond to customer inquiries and provide accurate and timely information.
• Process customer transactions, including deposits and withdrawals.
• Maintain customer accounts and update information as needed.
• Identify and elevate any issues or concerns to the appropriate department.
• Build and maintain strong relationships with clients.
• Educate customers on products and services.
• Meet and exceed individual and team performance goals.
• Collaborate with other departments to resolve complex customer issues.
• Stay updated on industry trends and regulations.
• Participate in training and development programs.

Skills

Customer service experience

Communication skills

Problem-solving

Multitasking

Proficiency in Microsoft Office

Education

High school diploma or equivalent

College degree

Job description

A leading financial services company in New York is seeking a Customer Service Representative to provide exceptional customer service and assist clients with their financial needs. The ideal candidate should have strong communication skills, previous customer service experience, and proficiency in Microsoft Office. This full-time role offers a competitive salary, benefits package, and opportunities for career growth in a supportive work environment.