Call Center Specialist

Job Summary :

The Financial Services Customer Service Representative (CSR) is responsible for assisting clients with their financial inquiries, resolving issues, and providing exceptional support for banking, investment, or insurance products. The role requires strong communication skills, attention to detail, and the ability to work in a fast-paced environment while maintaining a high level of professionalism.

Key Responsibilities :

Respond to customer inquiries via phone, email, or chat in a timely and professional manner.

Assist clients with account management, transactions, billing, and financial product information.

Troubleshoot and resolve issues related to accounts, payments, or financial services.

Educate customers about financial products, services, and digital tools.

Maintain accurate and detailed records of customer interactions in CRM systems.

Follow compliance, confidentiality, and regulatory guidelines (e.g., KYC, AML).

Collaborate with internal departments to ensure customer satisfaction and problem resolution.

Meet or exceed individual and team performance goals (quality, efficiency, customer satisfaction).

Qualifications :

High school diploma or equivalent (Bachelor’s degree preferred in Finance, Business, or related field).

Previous experience in customer service, preferably in financial services, banking, or insurance.

Strong verbal and written communication skills.

Ability to handle sensitive financial information with confidentiality.

Proficiency in MS Office (Excel, Word, Outlook); familiarity with CRM systems a plus.

Strong problem-solving and analytical skills.

Ability to work flexible schedules, including evenings and weekends if required.

Skills Required :

Excellent customer service and interpersonal skills.

Detail-oriented with strong organizational skills.

Ability to work under pressure and multitask in a fast-paced environment.

Team player with a positive, proactive attitude.