Job Description
We are looking for a Customer Service Representative to join our on-site team in Atlanta, Georgia. This contract opportunity with potential for a permanent role is ideal for someone who communicates clearly, stays organized under pressure, and enjoys helping callers find the right support. In this permanent role, you will manage inbound inquiries, research information across internal systems, and document each interaction with accuracy and discretion.
Responsibilities:
• Manage a high volume of incoming calls and connect each caller with the appropriate department, advisor, team member, or shared services contact.
• Build a strong understanding of internal teams, business functions, and staff roles to ensure inquiries are directed correctly and without delay.
• Use internal databases and support tools to research fund-related questions and identify the best resource for each request.
• Record call activity thoroughly and accurately so reporting and operational review needs are consistently supported.
• Protect confidential donor, account, and conversation details by following privacy standards and handling information with care.
• Respond to questions and concerns in a courteous, calm, and attentive manner while delivering a positive customer experience.
• Maintain complete and organized records of customer interactions in accordance with established procedures and documentation standards.
• Provide additional administrative and customer support assistance as needed to help the team meet service expectations.• Prior experience in customer service, call center operations, front desk support, or a similar client-facing role is preferred.
• Ability to learn company departments, workflows, systems, and points of contact quickly and apply that knowledge effectively.
• Comfortable working across databases and multiple computer applications while speaking with callers in real time.
• Strong attention to detail with accurate data entry and clear documentation skills.
• Ability to manage sensitive and confidential information with professionalism and sound judgment.
• Solid problem-solving skills with the ability to assess inquiries and determine the most appropriate next step.
• Capable of succeeding in a fast-paced, service-driven environment while maintaining a high standard of professionalism.
• Proficiency with Microsoft Office and general computer systems is preferred.
