Customer Service Representative

Meridian Summit Partners; El Paso (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

Meridian Summit Partners in El Paso, TX is seeking a Customer Service Representative to handle customer inquiries, provide investment information, and assist with administrative tasks to ensure positive client experiences.

You will manage customer interactions, document details in a CRM, and collaborate with team members to address inquiries and resolve issues. A degree in business or related field is preferred, and strong communication skills are essential in this fast-paced office environment.

Qualifications

• Experience in customer service or related field.
• Degree in business or related field preferred.
• Strong communication skills and attention to detail.
• Proficient with CRM, email tools, and basic accounting software.

Responsibilities

• Handle customer inquiries via phone, email, and in-person visits.
• Document customer interactions and complaints in a CRM system.
• Assist with administrative tasks and data entry; prepare reports for management.
• Maintain customer records and provide timely updates on investments.

Skills

Strong communication

Customer-focused mindset

Experience in customer service

Basic admin tasks

Education

Business degree or related field

Tools

CRM software

Email management

Accounting software

Job description

Meridian Summit Partners, a private investment firm specializing in real estate and other asset classes, is seeking a Customer Service Representative in El Paso, TX. This full-time position involves handling customer inquiries and complaints, providing investment information, and assisting with administrative tasks to ensure positive client experiences.

In this role, you will be responsible for managing customer interactions, addressing complaints, and providing detailed information about investment opportunities. Your daily tasks will involve handling customer inquiries via phone, email, and in-person visits, ensuring that each interaction is professional and courteous. You will also be tasked with documenting customer interactions and complaints in a CRM system, which will help in tracking and resolving issues efficiently. Additionally, you will perform various administrative tasks such as data entry, updating customer records, and preparing reports for management. To ensure a customer-focused approach, you will maintain a high level of client satisfaction by promptly addressing their needs and providing timely updates on their investment accounts. Your workplace will be a bustling office environment with open desks and shared workspaces, fostering a collaborative atmosphere. The role requires strong communication skills, a keen attention to detail, and the ability to work efficiently under pressure. You will need to be proficient in using CRM software, email management tools, and basic accounting software to manage customer data and transactions effectively.

You will collaborate with other customer service representatives in a dynamic and engaging workplace in El Paso, TX. Our office is situated in a bustling area, fostering a collaborative and vibrant environment.

The pay for this position is discussed during the interview process, where candidates can expect to receive a attractive compensation that reflects their skills, experience, and the firm's budget. Benefits are not specified but may be offered based on the candidate's qualifications, including health insurance, retirement plans, and possibly other perks like flexible work arrangements or professional development opportunities. The firm's policies on benefits are typically reviewed annually and can vary depending on the candidate's role and the specific department they join. Candidates should inquire about these details during their interview to ensure they are well-informed about the overall compensation package.

To excel in this role, you should possess strong communication skills, a customer-focused mindset, and experience in customer service or a related field. A familiarity with basic administrative tasks and a degree in business or a related field is preferred.

Handling customer inquiries and complaints, providing information about investment opportunities, assisting with administrative tasksStrong communication skills, customer-focused mindset, experience in customer service or a related field, familiarity with basic administrative tasks, degree in business or a related field preferred