Customer Service Representative

Finberty employs a scientific approach to assist financial advisors in building teams, generating leads, and engaging customers. Our methods are research-driven and specifically designed to optimize and improve the efficiency of financial advisory services. We aim to transform how advisors connect with clients and grow their practices.Role DescriptionThe CSR role will be the first point of contact for our customers, ensuring a positive experience through effective communication, problem-solving, and timely resolution of inquiries.Key ResponsibilitiesRespond promptly to customer inquiries via phone, email, or chat.Provide accurate product or service information and support.Resolve customer issues efficiently while maintaining professionalism.Document interactions and maintain accurate customer records in CRM systems.Escalate complex issues to the appropriate department when necessary.Identify opportunities to improve customer satisfaction and share feedback with the team.