JOB DESCRIPTION

• Provide excellent customer service to all customers and adhere to department service level requirements
• Ensure privacy of customer information by adhering to Quantum’s verification standards
• Conduct research, follow-up on customer requests and input adequate notation for all customer related communications
• Provide customers with accurate and precise information in response to their requests
• Analytical ability to evaluate issues, develop options for resolution and determine the best approach in order to defuse potential escalations
• Perform continuous outreach to established customers, with a focus on customer retention
• Collaborate with multiple departments to address customer requests
• Prepare contracts and other legally binding documents for execution by our customers

REQUIREMENTS

• Ability to learn and adapt in a fast paced and remote environment
• Excellent problem solving skills and an ability to think outside the box
• Must be able to work productively and independently with the ability to prioritize assignments and issues of significance
• Open to procedural changes
• Must possess excellent communication skills (verbal and written)
• Must be an adept multitasker and demonstrate the ability to manage competing priorities
• Preferred experience in financial services product knowledge
• Skilled in Microsoft Office Suite (e.g., Excel, PowerPoint, Word) and willing to learn additional information systems and or software
• Bilingual (English/Spanish) preferred
• 3 years experience in a Customer Service role
• Must be able to work flexible hours and willing to perform different tasks as assigned
• Suggested Hours: 9:30am-6:30pm Monday-Friday
• Hybrid in office/remote