Anchor Wealth Management is looking for a customer service representative to join our team. This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge.
The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.
Responsibilities:
Manage inbound customer communications – Answer incoming calls and emails to address customer questions, requests and issues.
Consult on customer success – Advise customers on how to successfully leverage the product/service based on their unique needs.
Maintain working product knowledge – Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.
Track interactions in CRM – Record customers interactions in internal system for cross-functional awareness and relationship development.
Requirements:
1-2 years proven experience in supporting client success
Excellent written and verbal communication skills
Ability to address complaints and issues with effective solutions and a positive attitude
Passion for delighting customers with above and beyond service
Excellent time-management and prioritization skills
Familiarity with CRM system