
Building Lasting Relationships
il y a 2 jours
Customer Relationship Specialists play a vital role in maintaining long-term client relationships and driving adoption and satisfaction with our solutions. They serve as the first point of contact for clients via live chat, phone, and email, addressing inquiries quickly and effectively while ensuring a seamless client experience.
This hybrid role combines customer service, sales support, and relationship management. Customer Relationship Specialists engage directly with clients, responding to inquiries, supporting onboarding, qualifying leads, and helping clients make informed decisions about our services and investment platforms.
The ideal candidate will have a Bachelor's degree in Business, Finance, Marketing, or a related field, and 3–5 years of experience in customer service, client advisory, or relationship management. Strong verbal and written communication skills are essential, along with excellent interpersonal skills and a proactive, solution-oriented mindset.
Key Responsibilities:- Serve as the primary point of contact for clients via live chat, phone, and email.
- Address inquiries promptly and effectively while ensuring a seamless client experience.
- Provide technical guidance on our products, investment platforms, and account setup.
- Onboard new clients, assisting them with initial documentation, platform walkthroughs, and investment eligibility.
- Handle escalations, resolve complaints, and ensure follow-through on client issues.
- Update internal systems and CRM tools with accurate client communication records and service data.
- Bachelor's degree in Business, Finance, Marketing, or a related field.
- 3–5 years of experience in customer service, client advisory, or relationship management.
- Strong verbal and written communication skills.
- Excellent interpersonal skills and a proactive, solution-oriented mindset.
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