Customer Service Representative

About the Role:

As a Customer Service Representative at Joint Active Systems, Inc. within the Finance and Insurance sector, you will serve as a vital link between the company and its clients, ensuring exceptional service delivery and client satisfaction. Your primary goal will be to address customer inquiries, resolve issues efficiently, and provide accurate information regarding financial products and services. You will play a key role in maintaining strong customer relationships by understanding client needs and offering tailored solutions. This position requires a proactive approach to problem-solving and the ability to manage multiple customer interactions with professionalism and empathy. Ultimately, your efforts will contribute to the company’s reputation for reliability and trustworthiness in a highly regulated industry.

Minimum Qualifications:

• High school diploma or equivalent.
• Proven experience in a customer service role, preferably within the finance or insurance industry.
• Strong communication skills, both verbal and written.
• Basic knowledge of financial products and services.
• Ability to use customer relationship management (CRM) software and other relevant technology.

Preferred Qualifications:

• Associate’s or Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience working in a regulated financial environment.
• Familiarity with compliance standards and data privacy regulations.
• Multilingual abilities to support a diverse customer base.
• Certification in customer service or financial services (e.g., FINRA, CFP).

Responsibilities:

• Respond promptly and professionally to customer inquiries via phone, email, and chat, providing clear and accurate information about financial products and services.
• Assist customers with account management tasks, including processing transactions, updating personal information, and resolving billing or payment issues.
• Identify and escalate complex issues to appropriate departments while ensuring timely follow-up and resolution.
• Maintain detailed and accurate records of customer interactions and transactions in compliance with company policies and regulatory requirements.
• Collaborate with team members and other departments to improve customer service processes and contribute to continuous improvement initiatives.

Skills:

In this role, strong communication skills are essential for effectively interacting with customers and understanding their needs. Problem-solving abilities enable you to address and resolve issues efficiently, ensuring customer satisfaction. Proficiency with CRM software and other digital tools is used daily to track customer interactions and manage accounts accurately. Knowledge of financial products and regulatory requirements helps you provide accurate information and maintain compliance. Additionally, teamwork and adaptability are important as you collaborate with colleagues and adjust to evolving customer service processes.