Service Delivery Specialist

1 day ago


Batangas, Calabarzon, Philippines beBeecustomer Full time $32,000 - $52,000
Customer Service Representative

We are seeking an experienced customer service representative to join our team. As a key member of our support team, you will be responsible for providing exceptional support to our customers via phone, email, and live chat.

Your primary objective will be to address customer inquiries in a timely and professional manner, ensuring a positive experience for our customers.

Key Responsibilities:
  • Provide prompt and accurate support via phone, email, and live chat.
  • Assist with account activation, integration troubleshooting, and product-related inquiries.
  • Deliver accurate guidance on client retirement plan offerings (401k, IRA, Profit Sharing Plans).
  • Troubleshoot technical issues and escalate complex cases as needed.
  • Utilize CRM systems for tracking, managing, and resolving customer interactions.
Qualifications:
  • Bachelor's degree in Business, Finance, or IT is preferred.
  • Fluent in English, with strong verbal and written communication skills.
  • Previous customer service experience, ideally within technical support or financial services.
  • Familiarity with retirement plans or financial account management is advantageous.
  • Proficiency in CRM software is required.
  • Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment.


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