Financial Operations Specialist

Há 1 mês

Curitiba, Paraná, Brasil Wipro Tempo inteiro
Job Title: Financial Assistant

Job Summary:

We are seeking a highly skilled Financial Assistant to join our team. The successful candidate will provide technical support to our processes, resolve client issues, and maintain high-quality standards.

Key Responsibilities:

  • Provide effective technical support to our processes and resolve client issues in a timely manner.
  • Manage transactions according to required quality standards.
  • Field all incoming help requests from clients via telephone and/or emails in a courteous manner.
  • Document all pertinent end-user identification information, including name, department, contact information, and nature of problem or issue.
  • Update own availability in the RAVE system to ensure productivity of the process.
  • Record, track, and document all queries received, problem-solving steps taken, and total successful and unsuccessful resolutions.
  • Follow standard processes and procedures to resolve all client queries.
  • Resolve client queries as per the SLAs defined in the contract.
  • Access and maintain internal knowledge bases, resources, and frequently asked questions to aid in and provide effective problem resolution to clients.
  • Identify and learn appropriate product details to facilitate better client interaction and troubleshooting.
  • Document and analyze call logs to spot most occurring trends to prevent future problems.
  • Maintain and update self-help documents for customers to speed up resolution time.
  • Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution.
  • Ensure all product information and disclosures are given to clients before and after the call/email requests.
  • Avoids legal challenges by complying with service agreements.
  • Deliver excellent customer service through effective diagnosis and troubleshooting of client queries.
  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions.
  • Assist clients with navigating around product menus and facilitate better understanding of product features.
  • Troubleshoot all client queries in a user-friendly, courteous, and professional manner.
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines.
  • Accurately process and record all incoming call and email using the designated tracking software.
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers' and clients' business.
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations.
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract/SLAs.
  • Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client.
  • Undertake product trainings to stay current with product features, changes, and updates.
  • Enroll in product-specific and any other trainings per client requirements/recommendations.
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client.
  • Update job knowledge by participating in self-learning opportunities and maintaining personal networks.

Requirements:

  • Foundation to Competent Competency Levels Foundation Knowledgeable about the competency requirements.
  • Demonstrates (in parts) frequently with minimal support and guidance.
  • Competent Consistently demonstrates the full range of the competency without guidance.
  • Extends the competency to difficult and unknown situations as well.
  • Expert Applies the competency in all situations and is serves as a guide to others as well.
  • Master Coaches others and builds organizational capability in the competency area.
  • Serves as a key resource for that competency and is recognized within the entire organization.

Performance Parameters:

  • Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback.

Self-Management:

  • Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Invoice to Pay(Transactional Accounting).

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