Customer Service Representative
Ruiz Financial Solutions
New York
Posted April 6, 2026
Description
About the job Customer Service Representative<br />40 hours per week<br /><br />Position: Customer Service Representative<br /><br />Company Overview: Ruiz Financial Solutions, Ltd Co. is a leading financial services company that provides comprehensive solutions to individuals and businesses. We are dedicated to helping our clients achieve their financial goals through personalized services and innovative strategies.<br /><br />Job Description:<br /><br />We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing excellent customer service to our clients and assisting them with their financial needs.<br /><br />Key Responsibilities:<br /><br />Respond to customer inquiries and provide accurate and timely information regarding our products and services<br /><br />Process customer transactions, including deposits, withdrawals, and payments<br /><br />Maintain customer accounts and update information as needed<br /><br />Identify and elevate any issues or concerns to the appropriate department<br /><br />Build and maintain strong relationships with clients to ensure their satisfaction and loyalty<br /><br />Educate customers on our products and services and make recommendations based on their needs<br /><br />Meet and exceed individual and team performance goals<br /><br />Collaborate with other departments to resolve complex customer issues<br /><br />Stay updated on industry trends and regulations to provide accurate and up-to-date information to customers<br /><br />Participate in training and development programs to continuously improve customer service skills<br /><br />Qualifications:<br /><br />High school diploma or equivalent; college degree preferred<br /><br />Previous customer service experience, preferably in the financial industry<br /><br />Excellent communication and interpersonal skills<br /><br />Strong problem-solving and decision-making abilities<br /><br />Ability to multitask and work in a fast-paced environment<br /><br />Proficient in Microsoft Office and other computer applications<br /><br />Must be able to work full-time, 40 hours per week<br /><br />We Offer:<br /><br />Competitive salary and benefits package<br /><br />Opportunities for career growth and development<br /><br />A supportive and collaborative work environment<br /><br />Comprehensive training and resources to help you succeed in your role<br /><br />If you are passionate about providing exceptional customer service and have a strong interest in the financial industry, we encourage you to apply for this exciting opportunity. Join our team at Ruiz Financial Solutions, Ltd Co. and help us make a positive impact on our clients' financial lives.<br /><br />#J-18808-Ljbffr
Job Overview
Location
New York
Job Type
full time
Date Posted
April 6, 2026