Job Description
New Customer Specialist
Chesterbrook, PA - Fully Onsite, must have reliable transportation
We are actively seeking several high-energy, New Customer Specialists who thrive in a fast-paced (on-site) call center environment. The New Customer Specialist is the primary point of contact for clients enrolled in various financial programs. Throughout the process, they assist clients with questions or aid in solving problems that need quick, confident answers and solutions from an expert. Every aspect of the position centers on providing exceptional Customer Experience and maintaining high levels of satisfaction and retention.
New Customer Specialist Responsibilities:
· Provide the highest level of customer service and delivery on retention goals.
· Ensure all client questions and concerns are resolved promptly, professionally, and thoroughly.
· Establish rapport and trust with clients through open and transparent communication.
· Manage client accounts and document client discussions with detail and clarity in CRM.
· Conduct customer welcome calls, along with key retention activities throughout the program.
· Take and manage escalation calls with courtesy, empathy, and professionalism.
· Work in conjunction with supporting departments to ensure customer success.
New Customer Specialist Requirements:
· Bachelor’s Degree in Business, Finance, or a related discipline is highly preferred.
· Fluency in speaking, reading, writing, and effective general communication abilities.
· Proficiency in Phone Systems, Word, Excel & Outlook.
· Positive attitude, team mentality, and empathy to hardship.
· Bilingual (Spanish/English) is a plus.
· Exceptional multi-tasking, time management, and organizational skills.
· Experience working in customer success, administrative, or customer service capacity.
· Financial services especially banking, personal loans & credit cards experience a plus.
· A strong work ethic, and willingness to work a flexible schedule as needed.
Diversity and Equality:
Infinia Search is an equal opportunity employer, meaning all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. We ensure that all individuals with disabilities are provided reasonable accommodation to participate in the job application and interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Company Description We’re Infinia Search.
We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.
We’re Infinia Search. \r\nWe’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates. \r\n
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