Job Description
Join Boston Financial Services as a Customer Experience Specialist and become the face of our premium banking services. We're seeking dynamic professionals to deliver exceptional client interactions while supporting our growing team in Boston's vibrant Financial District. Enjoy flexible scheduling, competitive benefits, and opportunities for professional growth in a supportive environment.
Responsibilities
- Deliver exceptional customer support via phone, email, and in-person interactions
- Resolve account inquiries, transaction issues, and service requests efficiently
- Collaborate with cross-functional teams to enhance client experiences
- Maintain detailed client records and documentation in CRM systems
- Proactively identify opportunities for process improvements
- Participate in ongoing training to maintain product knowledge expertise
Qualifications
- High school diploma or equivalent; associate's degree preferred
- 1+ years customer service or client-facing experience
- Proficiency with CRM software (Salesforce experience a plus)
- Strong problem-solving and communication skills
- Ability to work flexible hours including weekends
- Detail-oriented with exceptional organizational abilities
- Positive attitude and commitment to client satisfaction