As a Customer Services Specialist, you will serve as the first point of contact for customers, offering exceptional service and knowledge about products and services. Your role involves addressing customer queries via phone, email, and messages, adapting your communication style, and handling challenging conversations, including complaints. Your aim is to help customers achieve their financial goals by guiding them appropriately.

Customer Experience Specialist responsible for ensuring positive interactions with customers, troubleshooting issues, and collaborating with internal teams for product improvement. Focus on delivering superior customer experience and driving case deflection through AI chatbot training.

The Voice of the Customer Specialist will enhance customer satisfaction by investigating and resolving complaints, conducting root cause analyses to implement process improvements, and collaborating with various internal teams to optimize customer experience. Responsibilities include managing feedback, retaining customers through online channels, and ensuring compliance with organizational policies.