Related skills
financial services customer service sfdc microsoft excel microsoft outlook📋 Description
- Provide internal support to sales/operations; act as client liaison.
- Handle client transactions; pre/post-sales support; daily banking.
- Input data into SFDC and update actions after each step.
- Provide transaction monitoring and reporting for designated clients.
- Update cases promptly; adhere to SLAs and call-back timeframes.
- Deliver professional email communications within SLAs.
🎯 Requirements
- Experience in a busy client-facing role in financial services.
- Passion for customer service; embedding it in team culture.
- Lead by example; deliver service excellence to customers.
- Maintain and exceed targets; meet tight deadlines.
- Excellent communication, listening, and relationship-building skills.
- Analytical, proactive problem-solving; highly self-motivated.
🎁 Benefits
- Market competitive salary.
- Great career growth and development opportunities in a global organization.
- A flexible approach to work and a hybrid schedule with 2 days in office.
- Generous insurance (health, disability, life).
- Paid holidays, time-off, and leave policies for life events (maternity, paternity, adoption).
- Paid volunteering opportunities (5 days per year).
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