Customer Support Specialist

The Customer Support Specialist reports to the Sales Director – ISO Channel and handles customer accounts and provides guidance on enhancing customer relationships. This position creates and retains customer loyalty and preference by establishing rapport with the customer, overseeing the resolution of customer concerns, and facilitating the delivery of extraordinary customer service.

General Responsibilities:

• Interacts with the customers to manage the activities and opportunities arising in the course of daily activities
• Acts as the customer’s single point of contact and takes ownership for issue resolution; the account manager calls upon the necessary functional departments and resources as determined by the nature of the opportunity requiring attention
• Works closely with employees across all levels of the organization, from technical support to sales and senior management.
• Responds to all independent customer calls and inquiries on a first come, first serve basis, via different communication channels.
• Ensuring the accuracy of customer information and verifying compliance-related documents.
• Maintain detailed records of customer interactions, issues, and resolutions in the company’s CRM system.

Qualifications:

Associate degree or equivalent experience. 3+ years’ experience in customer service role, demonstrated aptitude for problem-solving and ability to determine solutions for customers, must be results-oriented and able to work both independently and within a team environment, solid, professional-level verbal and written communication skills, proven customer service support experience, ability to multi-task, prioritize, and manage time effectively, expert skills in MS Office Suite applications and CRM software, excellent organization skills and obsessive attention to detail, a positive attitude and a genuine desire to help customers.

CORD Financial Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, veteran status, and disability, or any other legally protected basis, in accordance with applicable federal, state, and local law.