Customer Service Representative - Quantum Financial Technologies

JOB DESCRIPTION

Provide excellent customer service to all customers and adhere to department service level requirements
Ensure privacy of customer information by adhering to Quantum s verification standards
Conduct research, follow-up on customer requests and input adequate notation for all customer related communications
Provide customers with accurate and precise information in response to their requests
Analytical ability to evaluate issues, develop options for resolution and determine the best approach in order to defuse potential escalations
Perform continuous outreach to established customers, with a focus on customer retention
Collaborate with multiple departments to address customer requests
Prepare contracts and other legally binding documents for execution by our customers

REQUIREMENTS

Ability to learn and adapt in a fast paced and remote environment
Excellent problem solving skills and an ability to think outside the box
Must be able to work productively and independently with the ability to prioritize assignments and issues of significance
Open to procedural changes
Must possess excellent communication skills (verbal and written)
Must be an adept multitasker and demonstrate the ability to manage competing priorities
Preferred experience in financial services product knowledge
Skilled in Microsoft Office Suite (e.g., Excel, PowerPoint, Word) and willing to learn additional information systems and or software
Bilingual (English/Spanish) preferred
3+ years experience in a Customer Service role
Must be able to work flexible hours and willing to perform different tasks as assigned
Suggested Hours: 9:30am-6:30pm Monday-Friday
Hybrid in office/remote

Quantum Financial Technologies

04/22/2024

Reston,VA