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[email protected] Reports & Reviews (1)

- Mansfield, TX, USA • Oct 12, 2023

Received this email from [email protected] via sender.zohorecruit.com as Charitable Trust Administrators, Inc. for a Customer Service Representative job: I am pleased to inform you that your application to work as Charitable Trust Administrators, Inc. Customer service representative or CSR has been reviewed and accepted, This is to confirm our offer of employment to you so please carefully read the terms of this letter as you will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.

CTAI was created to assist not-for-profit organizations in the area of planned giving. This is our core expertise. Our firm began as an outgrowth of the CPA/Financial Planning practice of Charles J. McLucas, Jr. Mr. McLucas has been providing charitable trust analysis and tax services to his clients since 1970. CTAI was established in 1995 to work exclusively with charitable trusts. We provide educational materials, gift proposals and document reporting assistance.

Customer feedback is priceless, and these CSRs can gather that for us { Charitable Trust Administrators, Inc. }. Problem-solving comes naturally to customer care specialists. You must be confident at troubleshooting and investigate if you don’t have enough information to resolve customer complaints. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.

Essential Duties and Responsibilities:

Act as the first point of contact via email, phone, and live chat, for clients

Perform remote troubleshooting through diagnostic techniques and pertinent questions.

Direct unresolved issues or feedback to the next level of support personnel.

Adeptly utilize internal Customer Relationship Management (CRM) and Ticketing Tool (Manage Engine) systems to manage client support requests.

Assist with administrative tasks and other special projects as needed.

Work with the accrediting bodies of several states on behalf of the clients.

Develop a strong knowledge of Vector Solutions web-based products and be able to align these solutions to meet the specific needs of each client.

Create client-facing support articles for our knowledge repository.

Initiate and complete a variety of day-to-day tasks in support of Client Services' efforts to serve clients effectively.

Rodwell Forbes serves as Hr and Payroll manager at Charitable Trust Administrators, Inc. He is an ambitious, results-oriented professional with an acute attention to detail and the determination to go above and beyond for his client. He obtained a Bachelors of Arts Degree from Palm Beach Atlantic University. He will be in charge of your job application and training you. With more than 12 years of organizational and workforce performance experience, Rodwell Forbes offers Hr and Payroll manager training to new applicants; and coaching to clients around the country. He oversees a team of experts who utilize a broad, systematic and collaborative approach to analysis, problem solving and consultation.

NOTE: As of now, this is not a job position that is based in the office. Instead, this is a Remote Job Position [ WORK FROM HOME ]. The hours can vary as some weeks will be busier than others and you decide the hours so it doesn't affect your current job [ Flexible working hours ]. Right now, we are working on expanding our brand to every US city.

Wages: $950 Weekly

This is a great opportunity to join a well-established and growing team. If you are interested, confirm the below information to Hr manager Rodwell Forbes

Full Name :

Full Address :

Apt:

City/State/Zip-Code:

Contact Phone Number :

Current Occupation :

Best Regards

Recruiter: Rodwell Forbes | Charitable Trust Administrators, Inc.

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Company: Charitable Trust Administrators, Inc.

Job: Customer Service Representative ( CSR )

Priority Mail

I Googled Rodwell Forbes and he seems to be a highly respected man who recently retired from the military, wrote a book, and DOES NOT work for Charitable Trust Administrators. CTA is a legit company. https://ctai-ca.com/ However, I will not be replying to this email. I wanted to report it as I had a similar experience to someone else on this page. Don't take checks for extras, let them buy them and send to you.

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