Customer Service Representative - Join Phillip Securities in Jakarta

Are you passionate about delivering exceptional customer experiences and eager to grow your career in a dynamic financial environment? Phillip Securities, a leading member of the Indonesia Stock Exchange and part of the prestigious Phillip Capital Group Singapore, is seeking a dedicated Customer Service Representative to join our team in Jakarta. In this role, you'll be the first point of contact for our clients, providing them with the support and solutions they need to navigate the complex world of finance. This is your chance to make a real impact, grow your skills, and be part of a company that values innovation and excellence.

As a Customer Service Representative at Phillip Securities, you'll handle a wide range of client inquiries, from account management to investment advice. You'll use our state-of-the-art CRM system, Salesforce, to track and manage client interactions, ensuring that every client feels valued and heard. This role offers the perfect blend of challenge and support, with opportunities for professional development and career growth within a reputable and forward-thinking organization.

📋 Tanggung Jawab Pekerjaan

Key Responsibilities:

• Provide exceptional customer service by resolving client inquiries and concerns promptly and accurately.
• Manage client accounts and maintain up-to-date records using Salesforce and other relevant software.
• Assist clients with investment-related queries, including stock trading, portfolio management, and financial planning.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Stay informed about market trends and regulatory changes to provide clients with accurate and timely advice.
• Contribute to the development and implementation of customer service best practices.
• Monitor and report on key performance indicators (KPIs) to measure service quality and identify areas for improvement.
• Participate in team meetings and training sessions to enhance professional skills and knowledge.

🎓 Kualifikasi & Syarat

Kualifikasi & Syarat:

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 2 years of experience in customer service or a related role, preferably in the financial services industry.
• Strong communication and interpersonal skills, with the ability to build rapport with clients and internal teams.
• Proficient in using Salesforce and other relevant CRM software.
• Familiarity with Indonesian financial markets and regulatory requirements.
• Excellent problem-solving and decision-making skills.
• Ability to work well under pressure and meet tight deadlines.
• Strong attention to detail and a commitment to delivering high-quality service.

🛠️ Keahlian

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