Lifestyles Consultant (Customer Service)

A. Overall Purpose Of The Job(Brief description of the primary purpose of this position)

• The Lifestyle Concierge will anticipate and manage the lifestyle needs of high and ultra-high net worth customers and act as their primary interface for any lifestyle and concierge services.

B. Detailed Tasks (Critical tasks and skills of this position)

Drive Business Development

• Will be expected to build sound knowledge of any customers during interactions, to ensure a personalized interaction and ultimately to stablish a credible rapport
• Is actively seeking for the latest and most updated information relative to lifestyle needs and trends to be able to support the lifestyle needs of affluent customers.
• Initiates outbound calls in compliance with program needs and requirements.
• Communicates responses in a clear, professional, and concise manner across any channel or medium (Omni Channel).
• Attends meetings and trainings as required to obtain new and pertinent information about clients and how to assist customers.
• Is able to multi-task and prioritize in a fast-paced environment.
• Seeks to provide the best possible customer experience.

C. Job Profile

Customer Service Focus

• Possesses passion for Customer Service Excellence
• Able to communicate in a way that builds trust and credibility with customers.

Technology

• Demonstrates proven computer expertise including but not limited to Microsoft Word, Excel, PowerPoint

Communication

• Is an active listener
• Explains information/concepts clearly and logically, verbally and in writing

Problem solving

• Able to work in a calm, logical and professional manner

Teamwork and Collaboration

• Maintains a positive attitude toward work and others at all times
• Focuses on building strong relationships with peers and management and works well within a team environment.

Required Competencies (Critical behaviours necessary to successfully perform the job)

• Excellent oral and written English language skills
• Strong communication and customer service skills
• Listening