CUSTOMER OPERATIONS ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: September 11, 2024 – The Customer Operations Associate has experience in customer service within financial services, technology, or employee benefits industries, with strong knowledge of regulatory environments and procedures like GDPR, CCA, and Anti-Money Laundering. This role requires proficiency in using CRM systems, G Suite, and intermediate skills in Google Sheets and Excel for data manipulation, ensuring efficient performance in fast-paced settings. The associate is also highly organized and detail-oriented, capable of presenting complex information clearly through excellent communication skills across live chat and email.

Essential Hard and Soft Skills for a Standout Customer Operations Associate Resume
  • Customer Relationship Management
  • Process Optimization
  • Order Fulfillment
  • Data Analysis
  • CRM Software Proficiency
  • KPI Monitoring
  • Billing and Invoicing
  • Inventory Management
  • Workflow Automation
  • Reporting and Documentation
  • Communication Skills
  • Problem-Solving
  • Time Management
  • Team Collaboration
  • Adaptability
  • Conflict Resolution
  • Attention to Detail
  • Empathy
  • Multitasking
  • Decision-Making Skills

Summary of Customer Operations Associate Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 years of Experience

  • Related work experience, preferably within a technical work environment.
  • Strong interpersonal skills to effectively communicate with both internal and external clients.
  • The ability to simultaneously handle a large and diverse number of projects, tasks and issues with tact, cooperation, and persistence.
  • Ability to prioritize work activities based on financial impact on desired business goals.
  • Proficient computer skills in the following applications Microsoft Word, Excel, Access, Desktop Publishing, and Internet business application usage.
  • Demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills.
  • Experience and/or basic project accounting or costing principals
  • Strong analytical skills, with a natural curiosity to acquire new knowledge and abilities
  • Knowledge and understanding of the Messaging industry
  • Team player and willing to assist the team to accomplish tasks.

2. BA in Supply Chain Management with 2 years of Experience

  • Customer service, data entry and contact center experience
  • Ability to represent Cambria with enthusiasm and sincerity over the phone
  • Excellent interpersonal, verbal and written communication and active listening skills
  • Strong critical thinking, problem-solving and conflict-resolution skills
  • Demonstrate a positive attitude as well as an engaged, enthusiastic culture
  • High level of attention to detail
  • Experience working with multiple computer monitors and reference points
  • Ability to adapt quickly and multitask
  • Must be able to type a minimum of 50 words per minute
  • Demonstrated knowledge and proficiency in Excel

3. BA in Marketing with 3 years of Experience

  • Experience interacting with customers in an omnichannel environment (phone, email, chat, etc)
  • Willingness to support operation functions on evenings, weekends and public holidays
  • Effective verbal and written communication skills
  • Capable of delivering high-quality work while remaining flexible in a fast-growth environment
  • Proactive problem solver constantly striving for creative solutions and improvement by testing new ideas and methods
  • Ability to apply analytical thinking in decision-making with keen organizational skills and attention to detail
  • Team player with an interest in collaborating with and learning from cross-functional partners
  • Strong follow-through and ability to manage competing priorities
  • Strong focus on detail
  • Intellectual and good team player.

4. BA in Management Information Systems with 1 year of Experience

  • Strong communication skills and an enthusiasm for interacting with customers whether it’s via phone, email, or chat
  • Have a customer-focused mindset -be motivated by the opportunity to connect prospective customers to a product that meets their unique needs
  • Be focused on honesty, integrity, & ethics - Can be trusted to do the right thing for customers and the team
  • A go-getter attitude, passion for helping customers, eagerness to learn, and effective problem-solving skills
  • A desire to be a member of a team where you can take ownership of your work and team's success
  • Have the desire to grow professionally and contribute to the success and culture of the company
  • Have a deep appreciation for the power of a well-placed gif
  • Ability to establish and maintain professional and positive internal and external relationships.
  • Strong organizational skills to include multi-tasking and time management.
  • Must have advanced Excel skills

5. BA in Customer Service Management with 4 years of Experience

  • Customer service experience in a financial services, technology or employee benefits company
  • Experience working in a regulated environment
  • Knowledge of TCF, the Data Protection Act/GDPR, CCA and Anti Money Laundering procedures
  • Be familiar with CRM systems
  • Knowledge of G Suite
  • Exceptional organizational and time management skills
  • The ability to perform smoothly and consistently in a fast-paced environment
  • A detail-oriented perfectionist who loves to take on a complex task and gets it done, every time
  • Enjoy interacting with customers daily, both over the live chat and by email
  • Excellent communication skills and are capable of presenting complex details, concepts and information in an easy-to-understand format
  • Intermediate knowledge of Google Sheets and Excel and are ability to manipulate data
Relevant Information
Customer Operations Specialist Skills, Experience, and Job Requirements