Length: 4 weeks (+Journey specific training if applicable)
Attendance: 100%
Post-Training Expectations:
Work Model: Remote (Candidates could be required to return to office ad hoc for equipment pickups, additional training, or to receive additional support if they are struggling in the assignment)
Job Description:
1. Provides exceptional client service through strong interpersonal and client relationship management (CRM) skills.
2. Serves as the initial point of contact for clients. Follow standardized procedures to meet client needs. May conduct research for complex requests.
3. Self-sufficient in following standardized procedures, able to utilize multiple resources to find answers and resolutions independently to meet client needs and department efficiency metrics.
4. Documents client and team feedback in support of service improvement efforts within the business.
5. Uses consultative approach to position products and services to clients.
6. Performs other duties as assigned.
7. Takes inbound calls, responding to client requests, resolving general account issues and providing digital assistance. May handle escalated issues.
Qualifications:
Minimum of two years related work experience required. Experience in client services preferred.
Undergraduate degree or equivalent combination of training and experience required.