Customer Solutions Expert
1 month ago
Customer Solutions Expert
About the Role:We are seeking a skilled Customer Solutions Expert to join our team at Gratitude Philippines. In this role, you will be responsible for providing exceptional service to our clients by handling their inquiries and concerns in a timely and professional manner.
Responsibilities:- Compliance Management: Assist with the administration of compliance procedures and control systems for the business review department, including monitoring, researching, and responding to compliance-related inquiries across all product lines.
- Accuracy and Quality: Ensure accuracy of research and compliance advice provided to members of the sales force team.
- Information Development: Develop information regarding required changes in reports and procedures.
- Reporting and Support: Assist with the preparation of written and verbal reports for senior management on compliance program status, issues, trends, and concerns. Support the sales force and management by implementing recommendations concerning changes, improvements, and enhancements.
- Client Focused: Fulfilling the clients' necessities while providing an exceptional client experience is expected behavior from all employees, measured by specific metrics.
- Previous Experience: Previous relevant experience is preferred.
- Licenses: Series 6 and 26 License.
- Industry Knowledge: Fundamental understanding of industry regulations in the US and Canada, extensive understanding of systems, products, and culture.
- Communication Skills: Proven knowledge of securities, insurance, and mortgage lending laws and regulations as they apply to sales practice issues affecting the sales force. Effective verbal and written communication skills.
- Problem-Solving: Proven ability to creatively solve problems.
Bachelor's/University degree or equivalent experience.
What We Offer:In this role, you can expect a competitive salary range of $40,000 - $60,000 per annum, depending on your level of experience and qualifications. Our company offers a dynamic and supportive work environment, opportunities for career growth and development, and a comprehensive benefits package.
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