Trusted Financial Services Advocate – Boston

Venture Premier; Boston (MA); Presencial; USD 42.000 - 59.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

comprehensive health insurance plans

retirement savings options

paid time off

Descripción de la vacante

Venture Premier in Boston is seeking a Customer Service Representative to deliver top-tier client support from our local office. You will handle inquiries, assist with account management, and resolve issues to ensure client satisfaction in a fast-paced environment.

The role offers a salary range of $42,000 to $58,816 per year plus comprehensive health insurance, retirement savings options, and paid time off. Excellent communication and problem-solving skills are essential for success.

Formación

• High school diploma or equivalent, with 1–2 years in customer service.
• Excellent verbal and written communication skills.
• Proficient with Microsoft Office; Excel and Outlook experience.

Responsabilidades

• Handle incoming and outgoing customer inquiries with accurate, timely info.
• Assist clients with account management including balance and transaction history.
• Troubleshoot and resolve issues to maintain client satisfaction.
• Collaborate with other departments to ensure seamless service delivery.
• Maintain detailed records of customer interactions per policies.
• Stay informed about products and provide expert advice and recommendations.

Conocimientos

Verbal communication

Written communication

Problem-solving

Multitasking

Team collaboration

Educación

High school diploma or equivalent

Herramientas

Microsoft Office

Excel

Outlook

Descripción del empleo

Venture Premier in Boston is seeking a Customer Service Representative to deliver top-tier client support from our local office. You will handle inquiries, assist with account management, and resolve issues to ensure client satisfaction in a fast-paced environment.

The role offers a salary range of $42,000 to $58,816 per year plus comprehensive health insurance, retirement savings options, and paid time off. Excellent communication and problem-solving skills are essential for success.