Offer summary
Qualifications:
Active CPA-20 certification, Basic to intermediate Excel skills, Basic understanding of financial products, Knowledge of Zendesk software (preferred), Assertive communication skills.Key responsabilities:
- Internal and client follow-ups on feedback
- Daily report on suggestions and complaints
- Assist clients through chat, email, and phone
- Clarification of services use by various channels
- Support general inquiries and direct demands internally