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Effizotech

Retirement Solutions Advisors

Effizotech, Chicago, Illinois, United States, 60290

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Company Description The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.

Job Description Responsibilities

Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns

Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate

Create relationships with new customers to better understand and achieve their needs

Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately

Promotes interest in client products and services

Consistently achieves established standards of the position

Continually portray and project a positive and professional image

Provide administrative support to the customer service team

May assist with overflow work and other duties as needed

This position is also a remote position in which you will be working from home

Qualifications

High school diploma or equivalent.

Experience in customer service.

Strong telephone etiquette.

Familiarity with CRM tools.

Excellent communication skills.

Ability to manage multiple tasks at once.Ability to adapt to different personalities.

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