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Customer Service (Financial Services)

Caveo Financial Services
6th of October, Giza
Posted 2 years ago
105Applicants for1 open position
  • 69Viewed
  • 1In Consideration
  • 31Not Selected
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Job Details

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Job Description

We are looking to hire an experienced financial services representative who specializes in the financial and foreign exchange markets and works in   6October - Egypt

Duties:

  • Responsible for ensuring that all customers’ inquiries are handled on timely manner, also responsible for Quality Assurance and Problems solving, 
  • Directly deals with customers face-to-face, or by telephone, handle follow up calls /escalations hard calls when required.
  • Receive and record customer requests
  • Create customers account on MT5, store and modify it when it’s necessary, Update the existing database with changes and the status of each customer.
  • Provide back-up support to other group members in the performance of job duties as required.
  • Telemarketing duties include contacting current and potential customers, build customer’s interest in the services and products offered by the company, and provide new customers with information about our services.
  • Contribute to team effort by accomplishing related results as needed / as per KPIs targets attributes set.

Job Requirements

  • Bachelor's degree in finance, economics, accounting, or related field.
  • Proven experience working as a financial services representative At least two years.
  • Sound knowledge of financial legislation.
  • Proficiency in all Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.

 

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