Call Center Executive

At IIQAF we strive to be the leader in providing unparalleled financial advisory and investment services globally. In line with our mission we are seeking a highly motivated and customerfocused individual to join our team as a Call Center Executive. In this role you will be the first point of contact for our clients and will play a key role in ensuring their satisfaction.

Key Responsibilities:

Handle incoming calls from clients providing excellent customer service and resolving any issues or concerns they may have

Educate clients on our products and services and assist them in choosing the right option for their financial needs

Keep accurate records of all conversations and transactions with clients

Proactively follow up with clients to ensure their needs are being met and promote our products and services

Collaborate with other departments to resolve any complex or escalated client issues

Stay uptodate with industry trends and changes and continuously enhance knowledge of our products and services

Meet and exceed set targets and KPIs such as call volume first call resolution rate and customer satisfaction

Contribute to the overall growth and success of the company through customer retention and effective communication with clients

Requirements

High school diploma or equivalent; Bachelors degree in Business Finance or a related field is preferred

Minimum of 2 years of experience in a call center or customer service role preferably in the financial industry

Excellent communication and interpersonal skills with the ability to build rapport and connect with clients

Strong problemsolving and conflict resolution skills

Knowledge of financial products and services and a passion for the industry

Ability to work in a fastpaced and dynamic environment with the flexibility to adapt to changing priorities and client needs

Proficient in MS Office and experience with CRM software or call center technology is a plus

Fluency in additional languages is an asset

Benefits