Position: Customer Service Specialist - Financial Company
Company: Knight Capital Funding
Experience required: no_exp
English level: upper

We are in search of a professional Customer Service Specialist looking for an opportunity with a growing company. This position is responsible for providing effective customer service by gaining a thorough understanding of how our business works, the services we offer, and the steps needed to help our customers with issue resolution.  The Customer Service Specialist will collect and review a variety of financial documents included Profit and Loss Statements and tax returns. A successful Customer Service Specialist deescalates calls, repairs trust, locates resources for first call resolution, and designs best-practice solutions. Customer Service Specialists will be expected to develop a professional and responsive working relationship with our external and internal customers and effectively manage internal processes to provide consistent quality, service, and internal support.

Essential Duties and Responsibilities:
• Ensure high levels of customer satisfaction through excellent sales service
• Maintain customer accounts by recording and updating account information in our system
• Own customer communication and issues from initial contact until resolution
• Assess customer's needs, answer their queries and provide assistance and information on our available services and products
• Build sustainable relationships of trust through open and interactive communication
• Provide accurate, valid, and complete information by using the right methods/tools
• Meet call handling quotas and achieve goals for performance and satisfaction with customers
• Follow communication procedures, guidelines, and policies
• Answer questions about product  or terms of agreement and promote deals and special offers
• Follow up with customers for information or documentation needed to complete their applications


Qualifications for Success:
• Proven customer service experience; inside sales experience a plus
• Demonstrated ability to meet and/or exceed determined sales and activity quotas
• Ability to think critically and troubleshoot client related problems over the phone
• Associates degree or higher or equivalent experience
• Ability to multi-task, prioritize, and manage time effectively
• Microsoft Office experience preferred; experience with Salesforce is a plus
• Ability to work productively on your own and as a team
• Excellent written and verbal communication skills
• Willing and able to work at a fast pace and adjust well to change