
Customer Service Representative
2 weeks ago
Company Description:
Seven Seven Corporate Group provides high end IT services to the top financial institutions of the world. As a leading provider in this field, Seven Seven provides its clientele with US coverage through Seven Seven Softwares, and APAC coverage through Seven Seven Global Services.
Work Setup:
Full RTO (5x a week onsite)
Work Location:
Makati/Ortigas
Work Schedule:
Dayshift
KEY TASKS AND INITIATIVES:
Client Outreach
- Call targeted corporate clients.
- Explain the CMS migration and highlight the importance of activating their CMS accounts and using the New BOB platform.
Activation Guidance
- Help clients locate the official Welcome Email containing:
Organization ID, Login ID and Temporary password - Guide them through the login process on the New BOB interface.
Client Engagement
- Invite clients to:
- Attend activation webinars
- Watch CMS tutorial videos on YouTube
Support Scope
- Activation Assistance: Help clients resolve common login issues such as: Incorrect credentials (e.g., invalid characters)
- Copy-paste errors (extra spaces, wrong characters)
- Use of incorrect CMS login link
Call Monitoring & Documentation
- Maintain accurate and complete call logs.
- Record key details including:
- Client feedback
- Activation status
- Any issues encountered and actions taken
- Ensure logs are updated promptly and consistently for monitoring and reporting purposes.
QUALIFICATIONS:
- Skilled in handling sensitive corporate clients with care and discretion
- Strong verbal communication and customer service skills
- Detail-oriented and organized in managing call logs and client records
- Experienced in guiding clients for basic troubleshooting
- Comfortable using online platforms for client engagement
- Reliable in following escalation protocols and internal procedures
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