Customer Care and Sales Advisor at Sparklight providing customer support and sales assistance. Engaging with customers about billing, services, and product changes while meeting sales goals.
About the role
- Advisor Support Specialist delivering industry-leading support to Financial Advisors while managing inquiries and cross-departmental projects. Focused on client satisfaction and relationship management in a fast-paced environment.
Responsibilities
- Deliver industry-leading support to Financial Advisor clients
- Manage day-to-day inquiries while orchestrating cross-departmental projects
- Cultivate and maintain strong relationships with Financial Advisors
- Act as the primary point of contact for client-related tactical issues
- Address Financial Advisor inquiries via phone, portal, email, and group inbox
- Provide daily support and data issue resolution
- Conduct thorough needs assessments and deliver tailored solutions
- Organize, manage, and execute cross-department client-related projects
- Maintain accurate records of client interactions and resolutions
- Escalate complex issues appropriately while maintaining ownership of client experience
Requirements
- 1-3 years of client service representative or customer support experience, preferably in financial services
- Bachelor's degree
- Proficiency with: Word processing software (Microsoft Word, Google Docs)
- Spreadsheet software (Excel, Google Sheets)
- Accounting software
- Internet and web-based applications
- Project management tools
- Database software and CRM platforms
- Excellent written and verbal communication abilities with demonstrated professionalism
- Strong analytical skills with ability to assess client needs and deliver effective solutions
- Superior time management and multitasking capabilities in a deadline-driven environment.
Benefits
- company-paid medical premiums of 90%
- a competitive time-off program
- equity-based grants for all new hires
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Ensuring customer cylinder balances and rental bills are accurate as Customer Experience Cylinder Control Specialist at Airgas, an industrial gas supplier. Collaborating with several teams for effective operations and problem resolution.
Customer Service Specialist acting as a liaison between customer service and lab operations. Providing comprehensive support for lab - related inquiries for veterinarians and veterinary staff.
Marketplace Customer Service Specialist providing support for online marketplaces like Amazon, eBay, and Walmart. Navigating platform policies and ensuring customer satisfaction through exceptional service and problem resolution.
Technical Developer/Support Specialist providing technical and developer support for Niagara based hardware and software solutions. Experienced in troubleshooting automation software and assisting developers.
Technical Support Specialist providing support for Niagara - based hardware and software solutions at Honeywell. Collaborating closely with engineering teams and assisting developers in their projects.
Customer Solution Dispute specialist overseeing and researching disputes while providing accurate information to Hapag - Lloyd customers. Collaborating with various departments to ensure efficient dispute resolution and customer communication.
Customer Care Associate at Vericel providing support for commercial operations in regenerative medicine. Ensure timely processing of product orders with exceptional customer service and cross - functional collaboration.
Customer Service Team Lead at Luminor responsible for ensuring service quality and team performance in retail banking. Collaborating with cross - functional teams to foster growth and efficiency.
Loss Prevention Customer Service Associate focusing on preventing store loss and ensuring a positive shopping experience. Collaborating with management and maintaining store safety standards.