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crm ms office salesforce data entry sfdc📋 Description
- Handle calls and emails from internal/external customers per SLAs.
- Input accurate data into SFDC and update actions for each client.
- Provide transaction monitoring and client reporting per guidelines.
- Update cases regularly; serve as conduit between Sales, Client, Ops.
- Ensure calls meet SLAs and timely callbacks; assist with inquiries.
- Draft professional emails within SLA requirements.
🎯 Requirements
- Experience in a client-facing role with strong communication skills.
- Experience in high-volume service delivery (desirable).
- Experience in Financial Services (desirable).
- Ability to navigate data entry systems; MS Office.
- Ability to handle objections and complaints.
- High accuracy, attention to detail and self-motivation.
🎁 Benefits
- Career growth in a global org
- Generous health, disability, life insurance
- Paid holidays, time-off and life-event leave
- Paid volunteering opportunities (5 days/year)
- Global, diverse, inclusive culture
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