GRT Financial, Inc. ยท 2 months ago
Remote Client Service Representative
United States
Full-time
Remote
New Grad, Entry LevelGRT Financial, Inc. is seeking a Client Service Representative to assist clients with their inquiries. The role involves taking incoming calls, making outbound calls to provide updates, and ensuring high-quality service while documenting client interactions accurately.
ConsultingDebt CollectionsFinanceFinancial Services
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
Company
GRT Financial, Inc.
GRT Financial, Inc.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Marty Hortick
Chief Technology Officer
Daniel Carlson
Chief Financial Officer
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