The Customer Service Advisor will contribute to creating an inclusive, equitable, and respectful workplace environment. This role plays a key part in ensuring that all individuals feel valued and empowered. By fostering collaboration, innovation, and diverse perspectives, this position supports the broader goals of the organization. We encourage a mindset of continuous improvement, where team members are proactive in identifying process inefficiencies and proposing solutions that enhance customer experience and operational efficiency.
Customer Support
● Respond promptly to customer inquiries via phone and email.
● Provide accurate and helpful information to customers.
● Resolve customer issues efficiently and effectively.
● Maintain a positive and professional demeanor at all times.
● First time resolution of all queries.
● Perform accurate data entry for account maintenance, cancellations, and reissues
Merchant Support
● Assist merchants with drive offs and transaction related issues
● Provide technical support and process manual vouchers in a timely manner
● Process manual vouchers in a timely and accurate manner.
● Reviews complaints concerning billing or service rendered and escalates as required
Customer Base Growth
● Actively promotes the WEX products
● Forwards leads to Team Leader or Manager
Problem-Solving & Attention to Detail
● Identify and troubleshoot customer and merchant problems.
● Liaise with IT and Credit/Collection Team for issue resolution.
● Maintain accurate records and anticipate potential issues to ensure customer satisfaction.
Process Management:
● Adhere to company and partner policies and procedures.
● Contribute to process improvement initiatives and adapt quickly to new technologies and system updates.
Teamwork:
● Collaborate with colleagues to achieve team goals and share best practices.
● Participate in team meetings and training sessions.
● Assist Team Lead when required.
● Active and positive participation in the improvement of new and existing procedures.
● Ability to develop strong working knowledge of new systems.
● Ensures all service standards are met.
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