- Manage multiple live chats at a time consistently throughout the day
- Troubleshoot client issues and research resolutions
- Provide timely, detailed, and valuable responses to clients
- Coordinate with cross-functional teams including Tech, Tax, and Risk to ensure client inquiries are addressed appropriately
- Provide accurate information about products, services, policies, and account details
- Maintain a professional, friendly tone even in high-pressure situations
Analytical SkillsProblem SolvingCustomer service+2 more