Customer Service Associate Job Description template
Customer service associates are responsible for providing customer service. They are generally the first point of contact when a customer calls a business. The associate is responsible for taking incoming calls, providing customer service, and resolving customer issues. The associate is expected to have excellent communication and interpersonal skills.
The Customer Service Associate is responsible for providing exceptional customer service to customers. They will be the first point of contact for customers and will be responsible for handling customer inquiries and complaints. The Customer Service Associate will also be responsible for providing customers with information about products and services. They will need to be able to upsell products and services to customers. The Customer Service Associate will need to have excellent communication and customer service skills
Customer Service Associate Job Responsibilities
- Answers inbound customer calls; refers callers to appropriate resources
- Provides information on products and services, and responds to inquiries
- Maintains detailed knowledge of products and services, and resolves customer inquiries
- Communicates with internal and external customers; assists customers with a variety of issues, including billing inquiries, orders, and product questions
- Performs various administrative tasks, such as scheduling, data entry, and invoicing
- Must be able to multitask and prioritize assignments
- Performs other duties as requested
Objectives
- Provide outstanding customer service over the phone or in person
- Answer telephone calls and refer callers to appropriate people
- Provide information, guidance, or assistance
- Handle customer complaints by listening to their concerns and taking appropriate action
- Keep confidential customer and company information confidential
- Meet or exceed service standards as defined by management
- Help customers to remember their account information
- Gather information as needed to process orders
- Document all contact in CRM
- Possess excellent communication skills
- Extenuate professional appearance
- Basic Computer Skills
Customer Service Associate Skills Needed
- Proven experience providing excellent client service; results driven attitude; strong communication skills
- Knowledge of financial services industry would be a bonus