Customer Service Executive
Core
Handle customer enquiries across multiple channels, resolve issues, verify identities, and recommend products to ensure a seamless customer experience.
Role type
Customer Service Executive
Builds
Customer support interactions and product recommendations
Domain
Financial services / Data technology
Deliverable
client delivery
Required skills
Phone handling, customer needs analysis, identity verification, record keeping, product recommendation, AI tool adoption, Microsoft Office proficiency
Preferred skills
Experience with new product testing and launches
Technologies
AI-powered tools, Microsoft Office (Word, Excel, Outlook)
Responsibilities
Handle incoming and outgoing calls and emails, resolve customer issues and complaints, perform customer identity verification, maintain accurate interaction records, follow up on customer requests, share customer feedback with management, identify upsell opportunities, support new product testing and launches, meet service standards and KPIs
Seniority
Mid-level, hands-on IC
