Customer Advisor Job Description

Customer Advisor Job Description

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Customer advisor provides an exceptional customer service experience by greeting, listening and assisting customers in exceeding their needs, demonstrating an excellent knowledge of the products as well as of Zegna history and heritage.

Customer Advisor Duties & Responsibilities

To write an effective customer advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included customer advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensure outbound orders and customer returns are processed accurately and within the agreed SLAs
Take every opportunity to up-sell and accessorize outfits
Understand individual and team KPIs and strive to exceed target set for telephony quality and sales
Liaise with other departments as necessary to meet customer demands
Anticipate, identify and resolve problems that could delay the release or movement of shipments
Utilize internal email management software to ensure correct categorization of customer queries and complaints
Report to the Premier Team Leader in the event of any customer query or complaint concerning the Premier Service
Manage workload effectively
Answer customer calls and queries, advising about new services
Complete data protection and make changes to service package

Customer Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Customer Advisor

List any licenses or certifications required by the position: D+H, ITIL, CISSP, CISA, PMP, GCSE, OPITO, B2C, B2B, CIMA

Education for Customer Advisor

Typically a job would require a certain level of education.

Employers hiring for the customer advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Technical, Foundation, English, Business/Administration, Computer Science, Marketing, Engineering, Communication

Skills for Customer Advisor

Desired skills for customer advisor include:

Informing customers of suitable options that best suit their needs
NAB’s products and services
Craftsmanship
Fabrics
Zegna products
Procurement and source to pay processes and solutions
Procure to Pay processes at large enterprises
Products of Zegna history and heritage
Banking specialists/partners
Banking systems

Desired experience for customer advisor includes:

Complete administration and process accordingly
Liaise with other departments for best outcome and maintain the highest level of customer service
Work as part of a team within a branch environment - ie teller etc
Deal with all customers in a courteous, professional and timely manner
Cross sell product offerings
Must meet DOT requirements to obtain certification in required states

Customer Advisor Examples

1

Customer Advisor Job Description

Job Description Example
Our company is looking for a customer advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer advisor
  • Research/ obtain additional information to resolve account
  • Analyse the information received from the caller, using accurate decision making and judgement skills to provide an efficient and effective service, whilst showing care, compassion and understanding
  • Using persuasive and negotiating skills you must keep an unstable or distressed caller on the line until emergency help arrives
  • Have at least 12 months’ customer service experience working in a similar fast paced environment
  • Ideally you will be educated to A Level standard, baccalaureate or university entrance standard
  • This role involves the use of PC advanced telephony work, and you must be a confident user of both
  • Confer with other staff members to obtain additional information and clarification needed to resolve customer
  • Manage and resolve all Customer contacts, working within the framework of RiiO and ensuring we outperform agreed business KPIs
  • Produce Advance Notification letters within agreed SLAs, fully utilising NG approved systems
  • Manage and maintain stock levels of all essential materials for the production of Advance Notification materials
Qualifications for customer advisor
  • Ability to self-motivate is critical being able to work as part of a team
  • Previous experience working in a customer-facing role, preferably Customer Service or Inside Sales in an international work environment
  • Fluent in English (written and spoken), any other European language is an advantage
  • Knowledge of MAM Autopart computer system would be advantageous (not essential)
  • Manage the enquiry/complaint to resolution stage using approved workflow systems
  • Escalate any unresolved enquiry/complaint within agreed timeframes using prescribed process
2

Customer Advisor Job Description

Job Description Example
Our innovative and growing company is looking for a customer advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer advisor
  • Have the ability to demonstrate an awareness of the business process
  • Have the ability to demonstrate empathy, manage difficult situations in a calm and professional manner
  • Be able to work well under pressure and within challenging time frames
  • Have strong interpersonal, telephone and Keyboard skills
  • Confer with other staff members to obtain additional information and clarification
  • Automate and manually enter data to be used for targeted advance notification work campaigns, to include checks and validation
  • Run regular daily reports to ensure critical deadlines are being met for all advance notification jobs
  • Regularly check of all incoming enquiries and complaints from NG– ownership to be taken as they arrive
  • Collect daily mail in the Customer Service mailbox – ensuring that all written enquiries/complaints are scanned and emailed to NG in a timely manner
  • Have evidence of achieving important KPIs in business
Qualifications for customer advisor
  • Be able to demonstrate an awareness of the business process
  • Work well under pressure and within challenging time frames
  • Manage enquiry/complaints to resolution stage using approved workflow systems
  • Pro-actively maintain regular contact with all external customers in relation to their enquiry/complaint – from first call through to follow up of closure – in line with approved workflow systems
  • Manage the real time updating of the Onetouch contact system for all cases you own
  • Friendly, eager-to-please nature
3

Customer Advisor Job Description

Job Description Example
Our company is searching for experienced candidates for the position of customer advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer advisor
  • Owning your own development although knowledge and skills training will be provided
  • Instigate the internal process for payment of all GSOP payments to customers for all owned resolutions
  • Assist with administration for the Customer Team tasks
  • Review and answer Customer contacts to ensure our Business KPIs are met
  • Develop external customer communications for projects, issuing project updates for various media methods and outputs
  • Log all new enquiries and complaints on to the One-Touch CRM system in real time
  • Instigate the internal process for payment of goodwill gestures to Customers for all owned resolutions within agreed timeframes
  • Manage daily updates and feedback to keep your line manager appraised of all workflows within your responsibility
  • Demonstrate awareness of the business process
  • Follow all guidelines and policies for Shared Services Center (SSC) employees, both general policies and those specific to customer service activities
Qualifications for customer advisor
  • Ability to use a computer quickly, accurately and be comfortable with Excel/Word
  • Flexible attitude towards change
  • Annual performance related bonus and pay review
  • Ability to analyse information
  • Demonstrable awareness of the business processes
  • Be educated to GCSE level (or equivalent) at grade C or above in Maths and English (essential)
4

Customer Advisor Job Description

Job Description Example
Our growing company is looking to fill the role of customer advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer advisor
  • Provide highest levels of customer service, ensuring customers are treated fairly at all times
  • Have the knowledge to service high frequency and complex customer demands
  • Adapt quickly to our changing digital environment
  • Understand the relevant systems and use them effectively to support your role
  • Manage your workload efficiently to meet expectations
  • Drive engagement with our customers, focusing on understanding what really matters to them
  • Understand and adhere to regulation and the boundaries that are in place whilst maintaining an excellent customer conversation
  • Responding to high volumes of inbound telephone calls from insurance customers, you will act as first port of call for sales, servicing and retention calls
  • You will proactively manage your customer’s expectations in order to achieve 100% satisfaction and retention
  • Determine customer requirements and identify the best solution in line with company processes and procedures
Qualifications for customer advisor
  • Have the ability to build trust, rapport & instil confidence (essential)
  • Be computer literate in particular with MS Office (essential)
  • Have the ability to work to a high degree of accuracy
  • Be educated to GCSE level (or equivalent) at grade C or above in Maths and English
  • Have the ability to build trust, rapport & instil confidence
  • Be computer literate in particular with MS Office
5

Customer Advisor Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of customer advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer advisor
  • Ensure the regular maintenance and servicing of all equipment used to produce Advance Notification jobs
  • Responding to high volumes of inbound telephone calls from insurance customers, you will act as first port of call for claims cases or complaints - You will proactively manage your customer’s expectations in order to achieve 100% satisfaction and retention
  • Establish and maintain a partnership with business managers and clients in the development of strategic plans for category management within the customer team
  • Work as integral part of assigned team assisting business managers and/or space technologists in presenting category management reviews to customers
  • Analyze base insights presentations for assigned clients represented in the customer team
  • Maintain frequent internal contact with the category managers and or key customer personnel externally in the market, hub, client or customer team and assist them in their category management process
  • Coordinate efforts with the Center of Shared Business Intelligence (CSBI) category analysts to manage the completion of all base presentations in order to meet the time frames and needs of the customer team
  • Collaborate with CSBI to maintain and update all syndicated scanning databases needed in the analysis for customer, client and/or market reviews
  • Utilize and understand IRI and ACNielsen syndicated scanning data, customer point-of-sale and loyalty data and systems used to generate the information for category reviews
  • Answer all incoming service calls in a prompt and friendly manner, displaying appropriate tone of voice and empathy throughout the entire customer interaction
Qualifications for customer advisor
  • Minimum one year customer service experience required, preferably in healthcare
  • Relevant education in healthcare may substitute experience requirement
  • A team player with a collaborative approach
  • Full training and ongoing support will be provided
  • A strong drive to do the right thing for our customers
  • Be flexible and willing to learn

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