GRT Financial, Inc. ยท 2 months ago
Remote Bilingual Client Service Representative
GRT Financial, Inc. is seeking a Bilingual Client Service Representative to enhance client interactions. The role involves handling incoming and outgoing calls, addressing client concerns, and ensuring accurate documentation in the CRM system.
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Responsibilities
Takes incoming telephone calls from clients
Makes outbound calls to clients providing updates and answering questions
Responds appropriately to client concerns and questions
Deliver accurate descriptions of product and/or service to clients
Navigate computer systems to properly assist the customer and locate customer data or other electronic information
Accurately document client comments and status updates in CRM system
Coordinate with other departments to request and provide client assistance as necessary
Maintain a high level of service with clients and meet performance targets
Develop and maintain a productive working relationship with team members
Maintain a strong attention to detail
Qualification
Required
Takes incoming telephone calls from clients
Makes outbound calls to clients providing updates and answering questions
Responds appropriately to client concerns and questions
Deliver accurate descriptions of product and/or service to clients
Navigate computer systems to properly assist the customer and locate customer data or other electronic information
Accurately document client comments and status updates in CRM system
Coordinate with other departments to request and provide client assistance as necessary
Maintain a high level of service with clients and meet performance targets
Develop and maintain a productive working relationship with team members
Maintain a strong attention to detail