Financial Services Client Advocate

Beacon National Inc.; Tucson (AZ); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with company match

Wellness program

Flexible spending accounts

Professional development opportunities

Job summary

Beacon National Inc. in Tucson, AZ is seeking a Customer Service Rep to join our team in a full-time role handling client inquiries and maintaining high customer satisfaction standards. Salary is negotiable based on experience.

You will assist clients with their financial needs, process transactions, manage accounts, and collaborate with other departments to resolve issues. The position offers a comprehensive benefits package and opportunities for professional growth.

Qualifications

• High school diploma or equivalent experience.
• Previous experience in customer service, banking, or a related field is a plus.
• Excellent communication and interpersonal skills.
• Strong problem-solving and decision-making abilities.
• Proficiency in Microsoft Office Suite, especially Outlook and Excel.
• Ability to work well under pressure and meet tight deadlines.
• Knowledge of financial products and services is a plus.
• Ability to work independently and as part of a team.

Responsibilities

• Answering customer inquiries via phone, email, and chat, providing accurate and helpful information.
• Resolving customer complaints and issues, ensuring their satisfaction.
• Assisting customers with account management, including opening, closing, and modifying accounts.
• Processing transactions and verifying account information.
• Staying updated with financial products and services to provide informed advice.
• Collaborating with other departments to resolve complex issues.
• Maintaining accurate and up-to-date customer records.
• Providing exceptional service to meet or exceed customer expectations.

Skills

Customer service

Communication skills

Problem solving

Interpersonal skills

Teamwork

Education

High school diploma

Tools

Microsoft Office

Outlook

Excel

Job description

Beacon National Inc. in Tucson, AZ is seeking a Customer Service Rep to join our team in a full-time role handling client inquiries and maintaining high customer satisfaction standards. Salary is negotiable based on experience.

You will assist clients with their financial needs, process transactions, manage accounts, and collaborate with other departments to resolve issues. The position offers a comprehensive benefits package and opportunities for professional growth.