Customer Support Agent (Finance)
Job Description
The Customer Support Agent (Finance) is responsible for providing high quality service to clients by handling inquiries, resolving complaints, and offering accurate information on financial products and services. The role ensures smooth execution of financial processes, accurate documentation, and effective coordination between the finance team, the clients, and internal departments.
KEY RESPONSIBILITIES:
* Respond to customer inquiries via phone, email, or in-person professionally.
* Assist clients with account related issues, transactions, and problem resolutions.
* Maintain accurate records of customer interactions in the CRM system.
* Educate clients on financial products, services, and compliance requirements.
* Provide feedback to management on recurring issues and service improvement.
* Identify customer needs and recommend suitable financial solutions.
* Ensure compliance with financial regulations and internal procedures.
Job Qualifications
- Bachelor’s degree in Finance, Banking, Business Administration, or related field,
- 2-3 years’ experience in customer service, preferably in banking or financial services.
- Proficiency in Microsoft Office Suite and CRM systems, with knowledge of financial regulations and compliance.
Job Skills
- Ability to work effectively under pressure and meet deadlines.
- Excellent communication and interpersonal skills, with strong problem-solving and analytical skills.
- Highly organised and customer focused, demonstrating integrity and confidentiality.
