Pro Financial Health is a leading company specializing in financial services. We provide valuable financial advice and planning services to businesses and individuals, optimizing their processes to meet their financial goals. We pride ourselves on delivering top-notch customer service remotely, ensuring round-the-clock assistance to answer every client's queries.
We are currently seeking a dedicated and tech-savvy individual for the role of Contact Center Agent. This is a remote entry-level position with significant growth opportunities. The ideal candidate will serve as the first point of contact for our clients, demonstrating professional communication skills, attentiveness, and ability to handle client's inquiries efficiently.
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Handle incoming calls, emails and chats from clients regarding our financial services.
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Provide high-quality customer service to every client, ensuring all their queries are answered promptly.
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Document all client interactions in the relevant databases for future reference.
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Identify any client issues and escalate them to the relevant teams.
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Proactively keep up-to-date with our financial services to provide accurate information to clients.
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Must possess high school diploma or equivalent..
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Exceptional verbal and written communication skills.
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Strong problem-solving capacity and ability to work under pressure.
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Previous experience in remote customer service role.
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Experience with Customer Relationship Management (CRM) and telephony systems.
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Proficiency in MS Office applications, notably Word, Excel, and Outlook.
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Flexible to work in shifts
This is a remote position.