Interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism
Perform problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved
Ensure proper and timely escalation of issues to meet internal and external expectations
Identify opportunities and recommendations for continuous process improvement
Deliver service excellence and maximize customer service and satisfaction
Work with the external team to stay updated on product and service knowledge
Requirements
Fluent in the English language, both written and spoken
Curious and authentic, just like us! #beboldr
An analytical and critical thinker, with an eye for even the most minute of details
Passionate about client satisfaction
Proactive and self-motivated
Strongly interested in learning new ideas, processes, and unique requirements. On top of that, you’re willing to share your skills and talents with the team.
Amenable to work on rotating shifts
6 months to 1 year of customer service experience (email and chat support; experience in other channels is a plus!)
Basic knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications
Excellent reading comprehension, verbal, and written communication skills
An ability to understand and communicate complex ideas to customers, both verbally and in written form
Aptitude to quickly learn and navigate new technology, systems, and applications
Ability to accept feedback gracefully and with an open mind
Customer orientation and ability to adapt/respond to different types of characters
Client Success Advocate responsible for maintaining customer service standards for Orion’s technology and service. Facilitating advisor transition from customer to promoter with a focus on solution - oriented support.
Customer Advocate responsible for interacting with customers and resolving inquiries. Join Boldr, a B - Corp focused on meaningful work and client experiences.
Client Advocate role at SS&C fostering client relationships in financial services and tech. Overseeing issue resolution, client feedback, and managing project coordination.
Senior Customer Advocate responsible for customer interactions and issue resolution at Boldr. Engaging with internal teams to ensure timely and professional customer service delivery.
Senior Customer Advocate responsible for customer interactions and problem resolution for Boldr's services. Ensuring customer satisfaction through effective communication and collaboration with teams.
Client Advocate responsible for intake and resolution of client inquiries at Sun Life. Collaborating with internal partners to drive improvements based on client feedback.