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10/02 Robert Mason
Financial Firm at Waddell & Reed Financial, Inc.

Views:20 Applications:5 Rec. Actions:Recruiter Actions:1

Customer Service Representative - Accounting/Finance Firm (0-10 yrs)

Overseas/International/US Job Code: 110038

The Customer Service Representative attracts potential customers by answering product and service questions; suggesting information about other products and services. Process orders, prepare correspondences and fulfill customer needs to ensure customer satisfaction.

Requires a high school diploma or equivalent and 0-3 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices and procedures within a particular field. Rely on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. The target is to ensure excellent service standards and maintain high customer satisfaction.

Job functions :

- Open and maintain customer accounts by recording account information

- Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution

- Maintain financial accounts by processing customer adjustments

- Recommend potential products or services to management by collecting customer information and analyzing customer needs

- Prepare product or service reports by collecting and analyzing customer information

- Contribute to team effort by accomplishing related results as needed

- Manage large amounts of incoming calls

Requirements :

- Proven customer support experience

- Track record of over-achieving quota

- Strong phone contact handling skills and active listening

- Familiar with CRM systems and practices

- Customer orientation and ability to adapt/respond to different types of characters

- Excellent communication and presentation skills

- Ability to multi-task, prioritize and manage time effectively

- High school diploma or equivalent; college degree preferred

Customer service representative top skills & proficiencies:

- Customer Service

- Product Knowledge

- Quality Focus

- Market Knowledge

- Documentation Skills

- Listening Skills

- Phone Skills

- Resolving Conflict

- Multitask

- Patience

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