What are the responsibilities and job description for the Client Services Specialist position at GFI Team Ikigai?
Position: Client Services Specialist
About GFI-Team Ikigai
At GFI-Team Ikigai, we redefine the scope of financial coaching and literacy. We are deeply committed to empowering individuals on their journey to financial independence, blending innovation with personalized service. By joining our dynamic team, you become an integral force in inspiring change, wielding tools and services that not only educate but liberate communities globally!
Role Overview
As a Client Services Specialist, sorting out financial puzzles and coming up with tangible solutions is your jam. You'll be the front line for our clients, showcasing your flair for problem-solving as you address their needs. You will infuse enthusiasm into customer interactions, turning challenges into opportunities for both the clients and GFI-Team Ikigai.
Key Responsibilities
About GFI-Team Ikigai
At GFI-Team Ikigai, we redefine the scope of financial coaching and literacy. We are deeply committed to empowering individuals on their journey to financial independence, blending innovation with personalized service. By joining our dynamic team, you become an integral force in inspiring change, wielding tools and services that not only educate but liberate communities globally!
Role Overview
As a Client Services Specialist, sorting out financial puzzles and coming up with tangible solutions is your jam. You'll be the front line for our clients, showcasing your flair for problem-solving as you address their needs. You will infuse enthusiasm into customer interactions, turning challenges into opportunities for both the clients and GFI-Team Ikigai.
Key Responsibilities
- Be the trusted advisor and point of contact for clients, ensuring their adventures in financial literacy are smooth and exhilarating.
- Build enduring client relationships with your magical blend of empathy and expertise.
- Educate and inspire clients about our wide range of financial products and services, empowering them to make informed choices.
- Identify opportunities to upsell and cross-sell like a true wizard, amplifying client satisfaction and loyalty.
- Effectively utilize CRM tools to chart the course for excellent customer relationship management.
- Ensure pristine customer experience without the grind of cold calling or door knocking.
- Deliver stellar customer feedback satisfaction scores of 90% or more.
- Achieve a stunning customer retention rate of 95% monthly.
- Unearth two new sales opportunities each quarter, adding sparkle to every interaction.
- Keep CRM data as fascinating and accurate as a suspense novel, ensuring swift communication and service delivery.
- Customer satisfaction scores monthly.
- Customer retention rates and slices of upsell percentages.
- Pure CRM data accuracy and completeness.
- Lightning-fast response times for customer queries and hiccup resolution.
- 18 years or older, chomping at the bit to work in the U.S.
- Exceptional verbal and written communication skills, able to mesmerize over a phone or an email.
- Dynamic organizational and problem-solving prowess.
- Experience in customer service, sales, or leadership roles? Fantastic!
- Life Producer license two weeks post joining - let's make it happen!
- Flexible routine letting you work remotely the world is your office!
- Room for career flourishing and growth.
- Competitive part-time salary between $30,000 - $50,000 with boundless prospects for advancement and personal goal achievements.
Salary : $30,000 - $50,000