What are the responsibilities and job description for the Call Center Agent position at COLUMBIA FINANCIAL ADVISORS, INC?
Job Description
Job Description
Columbia Financial Advisors provides business valuation, financial advisory services, and litigation support to clients throughout the country. We serve small, closely held companies as well as some of the largest privately held companies in the country and publicly traded firms.
A Call Center Agent is needed to work in our Customer Service division. You will be able to successfully use soft skills, language, and appropriate questioning to succeed in this role. Building rapport and gaining people's trust will enable you to convert your calls into quality leads.
As an outbound call center agent, your duties will include :
- To answer each call in the allocated time.
- To take responsibility for and answer questions in order to support and guarantee that our members and clients receive excellent service.
- To fulfill a predetermined set of KPI goals pertaining to total handling times, wrap / after call times, hold times, and call length.
- Respect for the timetable, including lunches and breaks.
- Make certain that every task is finished on schedule, precisely, and to the required standards of accuracy.
- To perform associated duties and help with service delivery as required.
- Offer a service that can be quickly and easily adjusted to meet the needs of the business while simultaneously handling particular inquiries and requests from customers.
- Assist customers with invoices and take phone payments.
- Complete tasks independently without continual supervision.
- Reach and surpass predetermined performance and quality goals.
Essential Skills :
Benefits :
At Columbia Financial Advisors, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Regardless of a person's race, color, age, sex, sexual orientation, family status, religious creed, national origin, ancestry, medical condition, marital status, or status as a registered domestic partner, citizenship, military and veteran status, disability, protected medical condition, genetic information, or any other legally protected status, Columbia Financial Advisors is dedicated to offering employment opportunities. Columbia Financial Advisors does not accept harassment or discrimination and makes all hiring decisions without taking these protected statuses into consideration. #mid-senior
Powered by JazzHR
6guERmMlBU
