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Financial Wellness Advocate

3 weeks ago

Stellenbosch, Western Cape, South Africa CapitalH Full time

As a Customer Support Agent at CapitalH, you'll be at the forefront of our mission to provide innovative financial wellness solutions. Your key objectives will include:

  • Delivering personalized support to customers, addressing their unique concerns and queries.
  • Communicating product and service details in a clear, concise manner, highlighting their value proposition.
  • Navigating complex customer complaints, applying your problem-solving skills to find effective resolutions.
  • Maintaining accurate records of customer interactions, leveraging CRM insights to inform strategic decisions.
  • Collaborating with colleagues to resolve cross-functional issues, driving process improvements and enhancements.
  • IDentifying opportunities to escalate critical issues, working closely with senior leaders to ensure seamless resolution.

To succeed in this role, you'll require:

  • Experience in customer-facing roles, with a strong background in delivering top-notch support.
  • Excellent communication skills, with the ability to adapt your tone and style to suit different customer personas.
  • Familiarity with CRM systems and industry best practices, as well as a willingness to learn and grow.
  • A customer-focused mindset, with a passion for understanding diverse perspectives and needs.
  • Strong organizational skills, prioritizing tasks effectively to meet demanding deadlines.
  • A high school diploma or equivalent, with a commitment to ongoing learning and professional growth.