Financial Firm at Waddell & Reed Financial, Inc.
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Customer Service Role (0-10 yrs)
A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Customer Service Responsibilities list :
- Manage large amounts of incoming calls
- Generate sales leads
- Identify and assess customers- needs to achieve satisfaction
- Build sustainable relationships and trust with customer accounts through open and interactive communication.
- Proven customer support experience or experience as a client service representative
- Track record of over-achieving quota
- Strong phone contact handling skills and active listening
- Familiarity with CRM systems and practices
- Customer orientation and ability to adapt/respond to different types of characters