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Support Specialist Level II (San Dimas, onsite Hybrid) ID - 13655

About the position

This position is focused on providing exceptional client support within the Banking, Finance, and Payments sectors. The role requires a candidate with a strong background in client-facing environments, particularly in call center settings, to manage service requests and troubleshoot issues effectively. The ideal candidate will have experience in case management and be adept at handling escalations while maintaining high productivity levels.

Responsibilities

  • Provide phone and email support to clients in the Banking/Finance/Payments sectors.
  • Manage service requests and troubleshoot client issues effectively.
  • Handle escalations and ensure timely resolution of client concerns.
  • Utilize CRM/HCM systems to track and manage client interactions.
  • Maintain high productivity levels in a call center environment.
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Requirements

  • 3-5 years of experience in the Banking/Finance/Payments industry.
  • Client-facing experience, preferably in a call center or help desk environment.
  • Experience with phone and email support; chat support is a plus.
  • High productivity in a call center setting, though not necessarily high volume.
  • Experience in case management and troubleshooting service requests.
  • Familiarity with CRM/HCM systems.
  • Prior experience in the benefits industry.
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