Customer Onboarding Agent 1

$41,600 - $41,600/Yr

Prestige Financial Services - Draper, UT

Full-time - Entry Level

Remote - Draper, UT

Professional, Scientific, and Technical Services

About the position

As a Customer Onboarding Agent at Prestige Financial Services, you will play a crucial role in ensuring a seamless and successful onboarding experience for new customers. Your primary responsibility will be to provide personalized guidance to each customer during the onboarding process, conducting welcome calls and assisting them in understanding their financing agreements. You will be expected to deliver professional, courteous, accurate, efficient, and effective assistance in every customer interaction, thereby enhancing the overall customer journey. This position is vital in maintaining exceptional customer service standards and ensuring that customers feel supported and informed throughout their onboarding experience. In this role, you will utilize various communication channels to onboard new customers effectively. You will guide customers through the onboarding steps, ensuring they understand the process and feel confident in their decisions. Quick and efficient handling of inbound calls is essential, as is achieving department targets and maintaining expected productivity levels. You will also be responsible for ensuring that workflow processes are timely and accurate, protecting the legal, financial, and moral well-being of the company. Additionally, you may be assigned other tasks by management as needed. Prestige Financial Services prides itself on its team-oriented culture, where most leaders have been promoted from within. As part of a billion-dollar business under The Larry H. Miller Group of Companies, you will be joining a company that values its employees and offers numerous opportunities for growth and development. The work environment is designed to be engaging and supportive, with amenities such as massage chairs, gaming systems, and an on-site workout room, making it a great place to build your career.

Responsibilities

• Utilize all forms of communication channels to properly onboard new customers.
• Guide the customer through the onboarding steps to ensure their success.
• Answer inbound calls quickly and efficiently.
• Achieve department targets and maintain expected productivity.
• Ensure workflow processes are timely and accurate.
• Protect the legal, financial, and moral well-being of the company.
• Perform other tasks assigned by management.

Requirements

• Excellent communication skills with an ability to quickly build rapport.
• Superior customer service with a knack for engaging with customers.
• Self-starter that can work independently and as a team member.
• Excellent time management skills and a proven ability to meet deadlines.
• Strong organizational skills with great attention to detail.
• Brings an energetic and enthusiastic attitude to the team.

Nice-to-haves

• Customer-centric mindset, with the ability to connect with customers and understand their unique needs.
• Ability to adapt quickly to changes in priorities and is motivated by a fast-paced environment.
• Takes initiative to present ideas and suggestions to management.
• Fosters open dialogue and collaboration among the team.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid parental leave
• Vision insurance
• Vacation and holiday pay from DAY ONE!
• Holiday savings account with company match
• On-site workout room
• Opportunity to serve the community
• Discounts at Megaplex Theatre