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Robert Half Customer Service Specialist in Metairie, Louisiana

Description

We are offering an exciting opportunity for a Customer Service Specialist based in Metairie, Louisiana. The successful candidate will be central to our operations, handling day-to-day interactions with customers and relieving financial advisors of administrative tasks. This role is vital within our industry, where clear communication, efficient data processing, and client engagement are paramount.

Responsibilities:

• Handle daily interactions with clients, providing a high level of customer service.

• Set appointments with advisors, ensuring a smooth and efficient customer journey.

• Utilize CRM software to manage and maintain accurate customer records.

• Engage clients in meaningful conversations to foster strong relationships.

• Assist customers in their inquiries, providing accurate and timely information.

• Process data with precision, ensuring the integrity of customer applications.

• Relieve financial advisors of administrative tasks, enabling them to focus on strategic duties.

• Stay involved in community service, reflecting our commitment to societal engagement.

• Take appropriate action in monitoring customer accounts, ensuring compliance and customer satisfaction.

Requirements • Minimum of 3 years of experience as a Sales Assistant or in a similar role

• Proficient in Data Processing

• Experience with CRM - Customer Relationship Management systems

• Proven ability to effectively assist customers

• Strong skills in client communications

• Experience in conducting client conversations

• Demonstrated ability in client engagement

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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