老虎国际Customer Service Associate
任职要求
- Bachelor's degree or Diploma in finance, business, or a related field - Someone who is attentive, detail orientated, patient and trustworthy - Ability to work independently and as part of a team, and under high pressure situations - Possesses customer service experience, preferably within the financial services industry or rel…
工作职责
- Serving as the main point of contact for our clients and business partners, addressing their inquiries and concerns via phone, email, and chat - Proactively liaising with various operation teams to resolve issues - Providing accurate and detailed information regarding our brokerage services, including investment products, trading platforms, and account features - Assisting clients with account opening, transfers, deposits, withdrawals, and other account-related transactions - Resolving client complaints and issues in a timely and professional manner, escalating to higher management or other departments when necessary - Maintaining client records and updating of account information in our CRM system - Collaborating with internal teams to continuously improve customer service processes to enhance the client experience
Operations Purpose: We cultivate relationships with our customers to establish our brand and expand our business. We add value and consistently deliver exceptional customer experiences, enabling investors to be successful. We are accountable, collaborative, and innovative. Role Purpose: As a Client Service Associate, your role is crucial in delivering high-quality support to our clients and ensuring that their questions and requests are handled efficiently and professionally. While your main focus is delivering excellent customer service, you’ll also be encouraged to suggest ways we can improve our processes. You’ll understand the importance of working well with others and take a proactive approach to building good relationships across the team. Responsibilities: · Provide consistently excellent client service through phone, email, chat. · Communicate with clients to understand their needs and expectations · Build relationships with clients based on trust and respect · Collaborate with internal departments to ensure that clients’ needs are fulfilled effectively · Address clients’ complaints and ensure their resolution promptly · Ensure the timely delivery of products or services to the clients · Upsell or cross-sell products and services and achieve business objectives, as required · Ensure that all client requests are processed in a timely and accurate manner. · Manage client relationships and maintain a high level of customer satisfaction.
• Direct supervisor of a team of associates in which you are responsible for coaching, engagement, communication, developing talent, driving results, performance management, and innovation. • Apply a balanced coaching style based on the individual and situation; use a question-based approach when coaching to influence and motivate. • Manage individual associate performance goals as defined by leadership. Leverage disciplinary processes to manage associate performance accordingly. • Review key business metrics throughout the day; proactively escalate systemic issues and/or implement corrective action plans when required. • Tailor messages depending on the individual or team; focus on communicating critical information / key points when delivering a message; explain tasks and procedures clearly. • Achieve and exceed specific metrics as outlined by operational units; take ownership and be accountable for the customer experience. • Be the pulse of the business; actively observe barriers to compliance, productivity, and quality, and escalate for resolution. • Drive business based projects as assigned by leadership. • Commit to a flexible work schedule based on customer and associate need. Flexibility is expected and required. [Examples: nights, weekends, holidays]
• Direct supervisor of a team of associates in which you are responsible for coaching, engagement, communication, developing talent, driving results, performance management, and innovation. • Apply a balanced coaching style based on the individual and situation; use a question-based approach when coaching to influence and motivate. • Manage individual associate performance goals as defined by leadership. Leverage disciplinary processes to manage associate performance accordingly. • Review key business metrics throughout the day; proactively escalate systemic issues and/or implement corrective action plans when required. • Tailor messages depending on the individual or team; focus on communicating critical information / key points when delivering a message; explain tasks and procedures clearly. • Achieve and exceed specific metrics as outlined by operational units; take ownership and be accountable for the customer experience. • Be the pulse of the business; actively observe barriers to compliance, productivity, and quality, and escalate for resolution. • Drive business based projects as assigned by leadership. • Commit to a flexible work schedule based on customer and associate need. Flexibility is expected and required. [Examples: nights, weekends, holidays]
- Executing the transaction quality measurement framework for SPS associates serving multiple geographies and channels. - Audit in a professional, ethical, and objective manner of contacts to ensure adherence to quality audit standards. - Accurately execute auditing tasks in a timely manner to meet programmatic and operational needs. - Display decision making aptitude based on audit guidelines and in ambiguous contexts. - Identify root cause of defects and process improvement opportunities to enhance process efficiency, quality and Seller experience. - Participate in calibrations and calibrate to quality outcomes. - Ability to analyze and identify patterns in large data sets.