**Job Title:** Account Support Representative
**Company:** Investagrams
**Location:** Caloocan, NCR, PH
**Job Type:** Part-time
**Seniority Level:** Associate Level
**Years of Experience:** 4
**Overview:**
Investagrams is seeking a proactive and energetic Account Support Representative to join our team. As an integral part of our customer service and account management department, you will provide exceptional support and assistance to our users while fostering a positive relationship to enhance their experience with our platform. The ideal candidate will possess a blend of independence, excellent communication skills, and a cooperative mindset, enabling them to align with our company's vision to cultivate a sense of ownership and responsibility at every level.
**Key Responsibilities:**
- **Client Support:** Serve as the primary point of contact for clients, answering inquiries related to account setup, usage, and troubleshooting issues, ensuring prompt and effective resolution.
- **Account Management:** Monitor client accounts for potential issues, renewal opportunities, and account usage patterns. Offer tailored recommendations to enhance user engagement and satisfaction.
- **Customer Training:** Conduct onboarding sessions for new users, introducing them to the Investagrams platform and offering best practices for maximizing features and functions.
- **Documentation and Reporting:** Maintain accurate records of client interactions, feedback, and account changes in the Customer Relationship Management (CRM) system. Prepare regular reports on account health and customer satisfaction metrics.
- **Collaboration with Teams:** Work closely with the marketing, product, and technical support teams to ensure consistent messaging, update clients on new features, and relay customer feedback for continuous improvement.
- **Proactive Outreach:** Conduct outreach initiatives to check in on high-value clients, gather feedback, and present opportunities for further engagement or upselling relevant features.
- **Escalation Management:** Identify and escalate potential issues or concerns to the appropriate team members, ensuring that all customer concerns are resolved in a timely manner.
- **Continuous Learning:** Stay updated on industry trends and Investagrams' offerings to provide accurate information and recommendations to clients.
**Qualifications:**
- **Education:** Bachelor's degree in Business Administration, Management, or a related field preferred.
- **Experience:** Minimum of 4 years of experience in customer support, account management, or a similar role within the financial technology or investment services industry.
- **Technical Skills:** Proficiency in using CRM software and account management tools. Familiarity with financial markets and investment products is a plus.
- **Communication Skills:** Strong verbal and written communication skills in English. The ability to articulate complex ideas clearly and concisely is essential.
- **Problem-Solving Skills:** Demonstrated ability to think critically and solve problems effectively in a fast-paced environment.
**Personality Traits:**
- Independent, self-motivated, and able to work with minimal oversight.
- Energetic and enthusiastic, with a passion for delivering exceptional customer service.
**Soft Skills:**
- Excellent cooperation and teamwork capabilities; able to effectively engage with diverse teams.
- Strong planning and organizational skills to manage multiple tasks and prioritize effectively.
**Benefits:**
- Joining Bonus
- Vision Insurance
- Dental Insurance
**Working Environment:**
At Investagrams, we foster an environment that cultivates a sense of ownership and responsibility at every level. We encourage employees to take initiative and contribute to the company's growth and success.
**Application Deadline:**
Applications will be accepted until October 4, 2024.
**Equal Opportunity Statement:**
Investagrams is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.
