Financial Services Customer Support Specialist

Russell Tobin; Stevens Point (WI); Sur place; USD 26 000 - 28 000; Plein temps

Résumé du poste

Russell Tobin is seeking a Customer Support Representative in Stevens Point, WI to support a leading financial services firm. You will handle a high volume of inbound calls, assist with accounts, products, payments, and transactions, and maintain CRM records.

The role requires strong verbal and written communication, attention to detail, and comfort with multiple systems. Pay is $19–$20 per hour, with opportunities to collaborate across teams while upholding data confidentiality and quality

Qualifications

• High school diploma or equivalent.
• 1+ year of customer service or related experience preferred.
• Strong verbal and written communication skills.
• Comfortable working with computers, databases, and multiple systems.

Responsabilités

• Handle a high volume of inbound customer calls and provide professional, courteous assistance.
• Respond to customer questions regarding accounts, products, services, payments, and transactions.
• Research customer issues and provide accurate information and appropriate resolutions.
• Enter and update customer information, account details, and service requests in internal systems.
• Process transactions and maintain accurate records and documentation.
• Verify customer information and ensure data accuracy and completeness.
• Document customer interactions, inquiries, and resolutions in CRM or internal systems.
• Follow established policies, procedures, and compliance requirements.
• Escalate complex issues to the appropriate department when necessary.
• Maintain confidentiality of customer and account information.
• Meet established quality, productivity, and customer service standards.
• Collaborate with team members and other departments to resolve customer issues.

Connaissances

Verbal communication

Written communication

Multitasking

Problem solving

Attention to detail

Customer service experience

Formation

High school diploma or equivalent

Outils

CRM software

Description du poste

Russell Tobin is seeking a Customer Support Representative in Stevens Point, WI to support a leading financial services firm. You will handle a high volume of inbound calls, assist with accounts, products, payments, and transactions, and maintain CRM records.

The role requires strong verbal and written communication, attention to detail, and comfort with multiple systems. Pay is $19–$20 per hour, with opportunities to collaborate across teams while upholding data confidentiality and quality