Customer Care Representative at Creative Financial Staffing

Stability: With over 50 years of experience, we pride ourselves on being a trusted name in the industry!

Employee Benefits: We offer paid holidays, generous PTO, comprehensive health benefits, and education assistance to support our team members.

Company Culture: Our culture prioritizes employee well-being, fostering an environment where everyone feels valued and cared for.

Customer Care Representative

As a Customer Care Representative, you will passionately contribute to a customer-focused environment, consistently exceeding expectations.

Key Responsibilities:

• Manage incoming calls, identifying and assessing customer needs to delight our customers.
• Handle customer complaints with appropriate solutions and alternatives, ensuring efficient follow-ups for resolution and escalating issues as needed.
• Maintain accurate records of customer interactions and process account documentation.
• Open, maintain, and terminate customer accounts while upholding fiduciary duties associated with each account type.

What You Will Bring:

• 3+ years of experience in customer care or a similar role (preferred).
• Experience in banking, planned giving, and accounting programs (preferred).
• Proficiency with Microsoft Office products, including Microsoft Office Suite and Microsoft Dynamics CRM (preferred).

Join us in creating exceptional customer experiences!