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FiltersSupport Financial Advisors with LPL Financial under our Employee Advisor Model. Daily direct communication with advisors and clients while assuming ownership of inquiries. Submit instructions for account activities on behalf of the advisor and end clients for account functions.
As customer support agent, you serve as the first point of contact for customers, delivering fast support and ensuring customer satisfaction. The service contacts will be mainly via email or chat messages. You approach every interaction with a professional and solution-oriented mindset, always aiming to resolve issues efficiently and effectively. As part of a collaborative team, you will be responsible for maintaining a positive customer experience.
As the first point of contact in a customer service role, respond promptly to general phone and email inquiries, offering solutions in a timely and professional manner. Deliver outstanding customer service while fostering positive relationships with clients. Ensure the precision of customer information updates and verifications, overseeing additional Excel tracking sheets and internal database management. Collaborate effectively with managers and team members, facilitating communication regarding client data and confirming information as required. Undertake special projects and fulfill other duties as assigned. As part of your responsibilities, you will need to manage credit card information.
As a Customer Support Associate, provide world-class customer experience for a global FinTech. Handle online requests from both Internal and External Customers in relation to both pre and post-payment queries, in accordance with agreed SLAs and quality standards. Requires excellent communication, time management, and attention to detail.