Pro Financial Health is a leading expert in financial services, providing innovative solutions to help clients plan for a secure future. With a commitment to always putting our customers first, we strive to empower individuals and businesses to make intelligent financial decisions, ensuring they achieve their financial goals.
We are currently seeking an entry level, Customer Support Specialist to join our Remote team. As a valued member of our team, you'll have the opportunity to make a real impact on our clients' financial health by providing world-class support and solutions. With a focus on problem solving and maintaining positive customer relationships, you will play a pivotal role in our mission to deliver exceptional financial services.
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Responding to customer inquiries, resolving issues and providing information about our services in a timely manner.
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Maintaining high levels of customer satisfaction through excellent service.
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Working with various departments to ensure customer requests or issues are resolved.
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Documenting all customer interaction and details of actions taken.
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Continuously expanding knowledge of our services to best serve our customers.
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Excellent communication skills, both written and verbal. Familiarity with CRM platforms is a plus.
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Ability to multitask, prioritize, and manage time effectively.
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Demonstrated problem-solving skills and attention to detail.
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Previous experience in a remote role.
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Experience with required systems.
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Ability to work flexible hours.
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Passion for helping others .
This is a remote position.