Customer Support Executive (Financial Products) 01D25

As a Customer Support Executive specializing in financial products, you will play a crucial role in ensuring that our clients have a seamless and satisfactory experience. You will be the first point of contact for customers, providing assistance and guidance on our range of financial products and services. Your primary objective will be to understand and resolve customer inquiries, concerns, and complaints effectively while maintaining the company’s reputation for excellence in customer service. This role requires strong communication skills, attention to detail, and a good understanding of financial products and services. You will collaborate with different departments to ensure that customers receive accurate and timely answers to their questions, thus enhancing the overall customer experience and contributing to the company's success.

Responsibilities

• Assist customers with understanding and using the company's financial products and services.
• Respond promptly to customer inquiries through various channels, including emails and phone calls.
• Record and resolve customer complaints with a professional and courteous approach.
• Identify and escalate complex issues to relevant departments for resolution.
• Maintain detailed and accurate records of customer interactions and transactions.
• Provide feedback to management on potential improvements to customer service and product offerings.
• Assist in the development of customer service protocols and best practices.
• Communicate with customers to understand their needs and provide tailored solutions.
• Monitor customer satisfaction levels and provide suggestions for enhancement.
• Stay updated with industry trends to provide customers with accurate information.
• Conduct follow-up communications to ensure complete resolution of customer concerns.
• Collaborate with the sales and marketing teams to maximize customer satisfaction and retention.

Requirements

• Bachelor’s degree in finance, business administration, or a related field preferred.
• Minimum of 2 years experience in a customer support role within the financial sector.
• Strong understanding of financial products and services, and related regulations.
• Proficiency in using customer service software and CRM systems.
• Excellent verbal and written communication skills, with strong attention to detail.
• Ability to manage time effectively and prioritize customer requests efficiently.
• Strong problem-solving skills, with the ability to handle complex customer inquiries.