Customer Service Representative I
Core
Responds to customer inquiries via telephone, email, SMS, and Chat to resolve basic payment and account-related requests for assigned clients.
Role type
Tier 1 Customer Service Representative
Builds
Standardized responses and data entries for client payment and account systems
Domain
Financial services / Customer support
Deliverable
client delivery
Required skills
telephone communication, email communication, SMS communication, chat support, data entry, basic GUI navigation, following established procedures, escalating unresolved issues
Preferred skills
familiarity with client products and policies
Technologies
computerized data entry systems, client provided GUI screens, online manuals
Responsibilities
Answer customer telephone inquiries, orders, service needs, and complaints; Enter required data into client provided systems and databases; Escalate unresolved customer grievances to more experienced representatives or designated departments; Navigate basic user-friendly Graphic User Interface (GUI) screens for client systems