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Confidential- (Financial)

Now Hiring: Contact Center Representatives $1,300 Bonus + Great Pay & Benefits

Entry-Level JobVerifiedNo experience needed

Career Insights for Call Center Representative

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What they do

A Call Center Representative answers calls from customers or makes outbound sales calls. Responds to customer inquiries, provides information on products and services, and manages customer complaints. Records customer information and processes orders. May process payments. May use email to follow up on customer inquiries or calls.

$42,983 / year median in California

-1% projected decline

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Job Description

We are a professional Financial Services firm in Morgan Hill providing specialized audits to major corporate clients around the world in multiple languages. Our employees enjoy a friendly, rewarding and beautiful work environment. New CSR's receive extensive training in developing excellent telephone skills, analyzing financial records, and using relationship management software. We are seeking Customer Service Representatives (CSR) in our fast-paced corporate office who are ready to enjoy the benefits of joining a stable company offering opportunities to grow, improve skills, and learn.
Responsibilities:
CSR primarily handles outbound and inbound calls with Fortune 500 clients. Accurately enter, update, and maintain customer information, notes, and account records in the CRM system and other internal databases. Perform a high volume of data entry while ensuring accuracy, completeness, and attention to detail. Maintain required documentation and records, ensuring all customer interactions and updates are accurately recorded and meet company best practices. Establish customer relationships and follow up with customers. Serve as the primary contact for providing white glove support and problem resolution for vendors. Follow established procedures, assume ownership of end-user issues, update documentation, and strive to provide excellent service to all business partners. Manage and maintain the CRM by ensuring customer information is current, complete, and accurate. Participate in special projects, both regional and global, as needed. Strive to meet individual and team service quality goals.
Requirements:
Demonstrate a friendly and professional phone demeanor. Possess strong interpersonal skills, with the ability to communicate effectively with both team members and vendors. Possess strong data entry skills with exceptional attention to detail and accuracy. People-oriented—enjoy interacting with people and working on group projects. Have excellent customer service and written communication skills. Demonstrate positive and professional behavior with customers and coworkers. Have experience using Microsoft Excel, Word, Outlook, and CRM systems.
Our Company Offers:
$300 starting bonus at successful completion of 4-week training program $1,000 bonus at successful completion of 6-month introductory period A professional work environment and culture offering opportunity for growth, development, and internal promotion Monthly Performance Incentives 3 weeks Paid Time Off and Paid Holidays Excellent Medical, Dental, and Mental Health benefits Easy freeway access and excellent commute schedules (most positions finish by 2:30 pm) We are located at the southern end of Silicon Valley in Morgan Hill, just minutes from Highway 85. If interested, please apply with your resume and we will reach out with more details.
Equal Opportunity Employer:
We insist on an environment where every employee is valued for their uniqueness without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran disability status or genetic information.
Job Types:
Full-time, Part-time Pay:
From $18.00 per hour
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance
Education:
High school or equivalent (Required) Ability to
Commute:
Morgan Hill, CA 95037 (Preferred)
Work Location:
In person