Financial Customer Service Agent - Immediate Start

Join Torch Solutions as a Financial Customer Service Agent and become part of a dynamic team dedicated to delivering exceptional service in the financial sector. This role offers a unique opportunity to work in a supportive environment with competitive benefits in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung. As a Financial Customer Service Agent, you'll be the first point of contact for our clients, providing them with the highest level of service and support. This is an immediate start role, so if you're ready to make an impact, we want to hear from you!

In this role, you'll handle customer inquiries, process transactions, and resolve issues related to financial products and services. You'll use tools like Salesforce and QuickBooks to manage customer data and transactions efficiently. This role is perfect for someone with a background in customer service or finance, looking to make a difference in the financial industry.

At Torch Solutions, we value our employees and offer a range of benefits including health insurance, professional development opportunities, and a collaborative work environment. If you're passionate about customer service and finance, we invite you to apply and be part of our growing team.

📋 Tanggung Jawab Pekerjaan

• Handle customer inquiries and provide accurate information about financial products and services.
• Process transactions and ensure all financial records are accurate and up-to-date.
• Resolve customer complaints and issues in a timely and professional manner.
• Use Salesforce and QuickBooks to manage customer data and transactions.
• Maintain a high level of customer satisfaction by meeting and exceeding service standards.
• Collaborate with the sales and finance teams to ensure smooth operations.
• Provide regular updates on customer interactions and service performance.
• Stay updated on industry trends and best practices in financial customer service.

🎓 Kualifikasi & Syarat

• Minimum 2 years of experience in customer service or financial services.
• Strong communication and interpersonal skills.
• Proficiency in English, both written and spoken.
• Familiarity with financial products and services.
• Experience with Salesforce and QuickBooks is a plus.
• Ability to work in a fast-paced environment and meet tight deadlines.
• High school diploma or equivalent.
• Certification in financial services or customer service is a plus.

🛠️ Keahlian

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