Job Description
Join our dynamic team at Sunrise Financial Solutions as a Part-Time Customer Service Representative. We're seeking energetic professionals to deliver exceptional client experiences in our fast-paced financial services environment. This immediate-opening position offers flexible scheduling and a supportive workplace culture. Help clients navigate their financial needs while building valuable industry experience.
Responsibilities
- Respond to client inquiries via phone, email, and in-person with professionalism and accuracy
- Process transactions and update account information using proprietary CRM systems
- Resolve client concerns through empathetic communication and problem-solving
- Collaborate with cross-functional teams to ensure seamless service delivery
- Maintain strict compliance with financial regulations and data security protocols
- Support marketing initiatives by identifying upsell opportunities
- Document all client interactions in compliance with company standards
Qualifications
- High school diploma or equivalent; college coursework preferred
- 1+ years customer service or financial services experience
- Proficiency in Microsoft Office Suite and CRM software
- Strong verbal communication skills in English and Spanish
- Ability to multitask in a fast-paced environment
- Attention to detail and accuracy in documentation
- Flexible availability including evenings and weekends
- Valid Texas driver's license and reliable transportation