Service Representative
Goldgate Financial
Apply to this jobGoldgate Financial is a private company that provides consulting services individuals and companies by providing them the tools they need to reach their financial goals. We strive to provide our clients top quality resources to ensure they meet their objectives quickly and efficiently.
We are seeking a Service Representative to join our growing team. This position is geared towards any person who is good at customer/sales service and has basic computer skills.
Job responsibilities include:
Respond promptly to customer inquiries
Obtain and evaluate all relevant information to handle product and service inquiries
Provide pricing and delivery information
Process orders, forms, applications and requests
Keep records of customer interactions and transactions
Record details of inquiries, comments and complaints
Communicate and coordinate with internal departments
Perform data entry
Other duties as assigned
Job Requirements:
Strong written and verbal communication skills
Basic computer skills
Ability to manage multiple priorities simultaneously while measuring and reporting efficacy to management
Good team skills to work with cross-functional team members
Excellent organizational and administrative skills
Positive and professional attitude
You can also apply directly on our company site at: goldgatefinancial.com/application.
All your information will be kept confidential according to EEO guidelines.
Summary
Assist customers, handle inquiries, process orders, and maintain records in a financial services environment.
Job title
Service Representative
Experience level
entry level
Industry
finance
Location requirements
San Diego, CA, US; remote work not specified
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
San Diego, CA, USA