Ruiz Financial Solutions is seeking a highly motivated and customer-oriented Customer Service Representative to join our dynamic team in the financial services industry. As a premier provider of financial solutions, we pride ourselves on our commitment to excellence and delivering top-notch services to our clients. In this role, you will serve as the first point of contact for our valued customers, addressing their inquiries and concerns with professionalism and efficiency. Your ability to understand customer needs and provide relevant solutions will play a critical role in enhancing customer satisfaction and loyalty. You will be responsible for managing various customer interactions, including phone calls, emails, and chat messages, ensuring timely and accurate responses. As part of a collaborative team, you will have the opportunity to develop your skills in the financial sector while contributing to the overall success of the company. We are looking for individuals who are not only passionate about helping others but also possess a strong desire to grow within a thriving organization. If you are ready to make a significant impact on our customers' experiences and support their financial goals, we encourage you to apply and join our mission to empower clients through exceptional service.
Responsibilities
Manage inbound and outbound customer communications via phone, email, and chat.
Provide prompt and accurate information to clients regarding financial products and services.
Assist customers with account inquiries, transaction issues, and service requests.
Identify and escalate priority issues to the appropriate departments as necessary.
Conduct follow-up calls to ensure customer satisfaction and resolution of issues.
Maintain detailed records of customer interactions and transactions in our CRM system.
Collaborate with team members to enhance customer service processes and improve efficiency.
