Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries. Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes. Financial Education: Offer guidance to clients on financial products, including life insurance, investments, loans, and savings plans, while ensuring they understand their options. Customer Retention: Foster positive relationships with clients, ensuring satisfaction and promoting long-term loyalty to our services. Record Keeping: Maintain accurate records of customer interactions, account updates, and service requests in our CRM system. Compliance: Ensure all client interactions adhere to company policies, legal requirements, and industry regulations. ________________________________________ If interested, please send your update resume to shirleypfslgmail.com