Customer Service Representative

Boulder Connect; Franklin (WI); On-site; USD 36,000 - 52,000; Full time

Job summary

Boulder Connect is seeking an experienced customer service professional to join our call center team in Wisconsin. You will assist clients with inquiries, transactions, and service options related to financial products, resolving semi-complex issues by researching solutions and identifying root causes.

The role emphasizes educating clients on self-service tools, maintaining confidentiality, and fostering relationships to improve loyalty, while adapting to change and striving for high accuracy in

Qualifications

• Associate's degree or equivalent experience.
• 1 year of customer service experience.
• Basic knowledge of financial products, markets, and risk processes.
• Strong communication, organization, and multi-tasking skills.
• Problem solving and adaptability in fast-paced environments.
• Proficiency in computer systems and software.
• Successful completion of required testing.

Responsibilities

• Answer client questions and provide service options.
• Resolve inquiries and transactions with proficiency.
• Research and evaluate solutions for semi-complex issues.
• Manage calls efficiently, ensuring confidentiality.
• Educate clients on self-service tools and transaction impacts.
• Identify opportunities for process improvements.
• Build and maintain professional client relationships.

Skills

Customer service

Communication

Organization

Multi-tasking

Problem solving

Adaptability

Computer skills

Testing

Financial knowledge

Education

Associate's degree or equivalent experience

Job description

Role Overview

This position involves delivering exceptional customer service in a call center environment, assisting clients with inquiries, transactions, and service options related to financial products. The agent resolves semi-complex issues by researching solutions, identifying root causes, and proactively preventing future problems. They serve as advocates for clients and Financial Representatives, educating on self-service tools and understanding transaction risks. Embracing change and continuous improvement, they foster professional relationships to enhance loyalty while handling sensitive information with confidentiality. The role requires multi-tasking with high accuracy and quality.

Qualifications & Skills

• Associate's degree or equivalent experience
• At least 1 year customer service experience
• Basic knowledge of financial products, markets, and risk processes
• Strong communication, organization, and multi-tasking skills
• Problem-solving and adaptability in fast-paced environments
• Proficiency in computer systems and software
• Successful completion of required testing

Key Responsibilities

• Answer client questions and provide service options
• Resolve inquiries and transactions with proficiency
• Research and evaluate solutions for semi-complex issues
• Manage calls efficiently, ensuring confidentiality
• Educate clients on self-service tools and transaction impacts
• Identify opportunities for process improvements
• Build and maintain professional client relationships