Customer Relations Specialist

  • Location: Dallas , TX
  • Type: Direct Hire
  • Job #27559

A dynamic financial services company seeks Customer Relations Specialists to join their team immediately. This is a direct hire opportunity that is located in Dallas, Texas. This is a great opportunity to join a growing employer that promotes from within and offers a generous benefits package. 

Responsibilities: 

  • Handle customer relations for an assigned number of accounts 
  • Work closely with assigned accounts to foster a quality working relationship and excellent service to those customers
  • Handle all general phone inquiries into the main office phone line 
  • Look up payment dates in company CRM and connect customer to their account manager as needed
  • Conduct welcome calls and note in customer file accordingly 
  • Request Google reviews 
  • Complete credit references and run interest reports 
  • Provide payment history 
  • Handle varying customer requests 
  • Demonstrate the ability to effectively manage follow ups, control phone conversations and de-escalate phone calls 
  • Understand company terms of agreement and effectively communicate those to the customer 

Minimum Qualifications:

  • Bachelor’s degree; combination of experience and education may considered in lieu of degree 
  • 1 year of prior customer relations experience within the financial services industry 
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook)

Preferred Qualifications:

  • Bilingual Spanish 
  • Proficient in Salesforce, FileMaker or Aspire
  • Prior experience within the financial services industry
  • Proven track record of meeting and exceeding targets
  • Tech-savvy and able to pick up new systems quickly
  • Excellent critical thinking skills and ability to resolve complicated account issues

It is the policy and practice of Broekema Group to consider all applicants for employment on the basis of their qualifications, and without regard to unlawful considerations of race, color, national origin, sex/gender, sexual orientation, gender identity or expression, age, religion, disability, protected medical condition, genetic information, pregnancy, marital or domestic partnership status, military or veteran status, or any other legally protected basis. Qualified applicants with arrest or conviction records will be considered for employment.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Human Resources, 858-752-6200, humanresources@oncallemployees.com.

Reasonable accommodations in all aspects of employment, including the application process, are available upon request of a qualified applicant or employee with a disability. Certain job assignment offers are contingent upon successfully passing a physical examination, which may include drug and alcohol testing, if required by the client company.

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