Professional Documents
Culture Documents
Level: 12
Document History:
Job Summary:
The Customer Service Associate provides functional and/or technical support for resolution of customer
problems, incidents, issues, requests and queries. They liaise with other support teams, or product
teams as required to resolve requests/issues in a timely manner and ensures proper documentation,
notification, escalation, tracking and follow up of all incidents. Primary responsibilities are focused on
customer contact, not transaction processing.
Key Responsibilities:
Receives and logs internal and/or external customer problem/request/issue and ensures proper
documentation
Performs customer request/problem identification and follows defined procedures to resolve
correctly. Documents troubleshooting efforts and customer information in data capture tool and
when required, transfers call or promptly notifies responsible party for resolution
Performs incident notification and escalation to ensure problems/requests/issues are communicated
effectively and receive proper management attention
Develops and maintains knowledge of customer and customer specific business environment
Develops and maintains an understanding of customer Service Level Agreements and
department’s/product’s key performance requirements
Develops and maintains product knowledge, industry knowledge, and business and professional
skills by participating in on-the-job training and classroom training
Shares information required for the team to be successful
Demonstrates understanding of the customer’s business needs or market and maintains high
customer satisfaction ratings
Develops and maintains incident management and knowledge management tools, client information
systems, and service desk procedures
Seeks opportunities to improve knowledge, skills, and performance by reviewing knowledge base
content, practicing skills and being receptive to coaching and constructive feedback
May promote client products and services by suggesting additional or alternative products to meet
customer’s needs
May perform follow up on incidents with customer to ensure customer satisfaction
May act as the primary knowledge resource for a product/service and use this knowledge to raise
process and/or procedure improvement opportunities to supervisor/team lead
May identify root causes for customer dissatisfaction and recommend solutions to improve overall
customer satisfaction
May take accountability for effectively handling senior level escalations or customer complaints
received via various sources
May assist with monitoring and tracking incidents to ensure resolution occurs within the customer
Service Level Agreement
May complete and resolve non-call customer contact requests received by mail, web or email
May complete outbound customer contacts to resolve customer issues or recommend products or
services, e.g., request bill payment, follow up on customer issues
May deliver new hire training and refresher training, make recommendations for changes and
enhancements to existing training content, and assist in design and creation of relevant training
material
Preferred Skills/Qualifications * Customer Interaction Handling
(Type of work experience, skills, * Problem Solving & Escalation Management
etc.) * Data Quality
* Metrics & Reporting