Service Representative

Goldgate Financial; San Diego (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

Goldgate Financial in San Diego is looking for a Service Representative to enhance our customer service team. The ideal candidate should possess strong communication skills and have basic computer expertise. Responsibilities include managing inquiries, processing orders, and liaising with internal teams.

This position aims to provide excellent service and support to our clients in achieving their financial goals, emphasizing efficiency and professionalism.

Qualifications

• Good at customer/sales service.
• Strong organizational skills are essential.
• Ability to handle multiple tasks effectively.

Responsibilities

• Respond promptly to customer inquiries.
• Process orders, forms, applications, and requests.
• Keep records of customer interactions and transactions.
• Communicate and coordinate with internal departments.

Skills

Strong written and verbal communication skills

Basic computer skills

Ability to manage multiple priorities

Good team skills

Excellent organizational skills

Positive professional attitude

Job description

Goldgate Financial is a private company that provides consulting services to individuals and companies by providing them the tools they need to reach their financial goals. We strive to provide our clients top quality resources to ensure they meet their objectives quickly and efficiently.

Job Description

We are seeking a Service Representative to join our growing team. This position is geared towards any person who is good at customer/sales service and has basic computer skills.

Responsibilities

• Respond promptly to customer inquiries
• Obtain and evaluate all relevant information to handle product and service inquiries
• Provide pricing and delivery information
• Process orders, forms, applications and requests
• Keep records of customer interactions and transactions
• Record details of inquiries, comments and complaints
• Communicate and coordinate with internal departments
• Other duties as assigned

Requirements

• Strong written and verbal communication skills
• Basic computer skills
• Ability to manage multiple priorities simultaneously while measuring and reporting efficacy to management
• Good team skills to work with cross-functional team members
• Excellent organizational and administrative skills
• Positive and professional attitude

Additional Information

You can also apply directly on our company site at: goldgatefinancial.com/application.

All your information will be kept confidential according to EEO guidelines.