Customer Success & Service Associate

Jobtailor; Alpharetta (GA); On-site; USD 36,000 - 60,000; Full time

Job summary

Jobtailor in the United States is seeking a customer service professional to support customers and sales representatives by phone, process information requests, and resolve issues promptly. The role emphasizes accurate, timely service and clear written and verbal communication.

Candidates should have a high school diploma or equivalent, 1–2 years in customer service and call center work, and familiarity with Microsoft Office. Financial services experience and ability to work overtime are valued.

Qualifications

• High school diploma or equivalent required, college degree preferred
• 1 to 2+ years’ experience providing customer service and transaction processing support
• 1 to 2+ years’ call center experience
• Financial services experience preferred
• Work history which demonstrates personal growth and aptitude for advancement
• Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software
• Demonstrated and effective oral, written, and interpersonal communication skills
• Ability to work effectively with other internal teams and associates
• Incumbents must be able to work required overtime

Responsibilities

• Providing customers and sales representatives with high quality, individualized phone support
• Processing requests for information
• Conducting research and analysis to ensure successful outcomes when complexities arise
• Deliver accurate and prompt resolution of any issues that arise
• Relay necessary information to the customers, sales representatives, or client by both verbal and written communication
• Answers incoming calls and completes outgoing calls as needed
• Calls include answering customer questions and providing comprehensive customer support
• Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
• Researches and analyzes issues to ensure successful outcomes and or resolution
• Develops relationships with clients and customers by becoming a dedicated resource
• Ensures high quality and consistency to customers by processing and servicing
• Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
• Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non‑financial transactions and elections available

Skills

Customer service

Call center support

MS Office proficiency

Communication skills

Research and analysis

Financial services experience

Education

High school diploma or equivalent

College degree preferred

Job description

Jobtailor in the United States is seeking a customer service professional to support customers and sales representatives by phone, process information requests, and resolve issues promptly. The role emphasizes accurate, timely service and clear written and verbal communication.

Candidates should have a high school diploma or equivalent, 1–2 years in customer service and call center work, and familiarity with Microsoft Office. Financial services experience and ability to work overtime are valued.