Client Contact Center Representative

Job Summary

As a Client Contact Center Representative at Wesley Financial Group, you will serve as a primary point of contact for our existing clients, providing real-time support through live phone interactions. This role is central to the way our company operates and directly shapes the experience our clients have with us.

Responsibilities

• Answering incoming calls from clients and transferring calls to the correct employees and/or department.
• Setting call appointments for employees.
• Working with AnswerConnect to field calls to the right department and assigning leads to the sales side.
• Loading descriptive calls in Salesforce to provide all involved with detailed information.
• Making outbound calls such as returning voicemails and rescheduling Calendly appointments.
• Monitoring the client services email as well as the client services public Slack channel and responding/forwarding messages in a timely manner.

Requirements

• Excellent time management and multi-tasking skills
• Ability to work independently and within a group
• Treating clients respectfully at all times
• Taking great pride in ensuring a positive overall customer experience
• Excellent communication skills, both written and verbal
• Excellent interpersonal skills
• Ability to be flexible and adaptable
• Ability to prioritize tasks, delegating when appropriate
• Attention to detail
• Outcome-oriented/Results-focused
• Ability to maintain confidence within the sub-department
• Ability to work hard and efficiently
• Experience with Excel/Google Sheets/GSuite
• Customer Service experience is a MUST!

Hours of Work

Monday - Thursday, 9am - 5pm / Friday, 9am - 3pm.