Back Office Specialist
Experiencia demostrada en Email support.
Experiencia demostrada en Account and payment processing.
Experiencia demostrada en Security and identity verification.
Experiencia demostrada en Case documentation.
Experiencia demostrada en Issue resolution.
Perfil profesional
Resolve customer inquiries received by email, writing clear, accurate, and professional responses in English.. Perform security and identity verification checks on customer accounts, following strict compliance procedures.. Review, document, and process account-related requests while protecting sensitive customer information.. Follow internal guidelines and escalate complex or high-risk cases to the appropriate teams.
Assisted retirement account holders with verifying their accounts and completing identity checks.. Guided customers through withdrawals and transfers of funds to other institutions or accounts.. Explained processes and requirements clearly to customers making important financial decisions.. Documented every interaction accurately and met quality and compliance standards.
Supported credit card customers with account inquiries, transactions, payments, and card-related issues.. Verified customer identity and handled sensitive financial data in line with security protocols.. Worked across multiple systems at once while keeping accuracy and quality across a high volume of daily cases.. Resolved disputes and service issues with empathy and clear communication.
Helped customers make payments, review bills, and identify and correct billing errors.. Assisted customers with purchases and account changes, and answered questions about their services.. Coordinated with back-office teams to resolve account issues, and kept clear case documentation.