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Specialized Trust Company Client Service Specialist

$16.5 per hour

Specialized Trust Company

Job Description Job Description Position: Client Service Representative
Job Type: Full-time
Pay: $ 16.50 per hour
Work Location: Albuquerque, NM In person
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Overview :
We are looking for a customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to resolve customer complaints. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.
Responsibilities
Manage large amounts of incoming calls
Generate sales leads
Identify and assess customers’ needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/customer service team sales targets and call handling quotas
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Take the extra mile to engage customers
Skills
Proven customer support experience or experience as a client service representative
Track record of over-achieving quota
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
High school degree

Ability to commute/relocate:
Albuquerque, NM 87110: Reliably commute or planning to relocate before starting work (Required)
Education:
High school or equivalent (Required)
Language :
English (Required)

Company Description Specialized Trust Company is a boutique financial services firm that specializes in allowing clients to self-direct their retirement, education, health savings and 401(k) accounts into alternative assets like real estate, notes, mortgages, trust deeds, precious metals, and virtually anything the government allows.

Specialized Trust Company is built for you, our client. From our “pick your own fee approach”, to our custom designed systems to our highly skilled professionals, STC is a different type of company in just about every way. We invite you to experience for yourself the Specialized Difference, but if you would like to know more about Specialized Trust Company, we’ve compiled a list of 10 reasons why you should choose us for your IRA needs.

What Separates Us from All Others?

Service | Education | Support | Community | Innovation | Protection Company Description Specialized Trust Company is a boutique financial services firm that specializes in allowing clients to self-direct their retirement, education, health savings and 401(k) accounts into alternative assets like real estate, notes, mortgages, trust deeds, precious metals, and virtually anything the government allows.\r\n\r\nSpecialized Trust Company is built for you, our client. From our “pick your own fee approach”, to our custom designed systems to our highly skilled professionals, STC is a different type of company in just about every way. We invite you to experience for yourself the Specialized Difference, but if you would like to know more about Specialized Trust Company, we’ve compiled a list of 10 reasons why you should choose us for your IRA needs.\r\n\r\nWhat Separates Us from All Others?\r\n\r\nService | Education | Support | Community | Innovation | Protection

Vacancy posted 1 day ago
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