Customer Service Specialist – Financial Aid

Role Overview

• Resolves basic issues, general concerns and inquiries through phone, email and chat regarding Financial Aid and Scholarship Services (FASS), and Student Business Services (SBS) processes and policies.
• Assists with self-service activities to ensure customer comprehension and satisfaction regarding FASS and SBS questions, policies and procedures.
• Respond promptly to all contact inquiries, assessing and addressing their needs with empathy and efficiency.
• Escalate complex issues as necessary, ensuring all concerns are directed to the appropriate channels for resolution, thereby maintaining high standards of service and support.
• Participates in, and contributes to, scheduled and ad hoc training in order to improve university policy and processes.
• Establish trust through commitment to ASU and student success and adherence to policies and procedures.
• Delivers unparalleled personalized customer service by attentively addressing individual needs and preferences, ensuring each interaction is tailored to exceed expectations and leave a lasting positive impression.
• Understands and satisfies customer needs and capitalizes on opportunities to improve customer service and satisfaction.
• Utilizes a variety of resources to thoroughly research questions and promptly respond to customer inquiries with accuracy and efficiency, ensuring a comprehensive understanding of their needs is met.
• Document customer interactions with attention to detail, ensuring accuracy and completeness.
• Inputs data and ensures the accuracy of all information entered into the system.
• Performs other related duties as assigned.
• Collaborate across teams and actively participate in ET/ASU events and programs.
• Leverage AI in routine tasks and contribute ideas for using AI to improve the unit’s efficiency and overall performance.
• Take responsibility for fostering a positive culture, upholding organizational values, and championing engagement in all its forms.

Requirements

• High School Diploma and two-years (2) experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.
• Degree work or certification work in a closely related field.
• Experience in a financial aid customer service environment.
• Experience answering high volume customer service inquiries from students of diverse backgrounds via telephone, email, and/or chat.
• Experience in logging customer information into a call tracking system.
• Demonstrated knowledge of financial aid policies and procedures.
• Demonstrated knowledge of student business services policies and procedures.
• Experience using Microsoft Office applications.
• Experience in leading by example in communicating, participating and encouraging support of the institution’s sustainability programs.
• Demonstrated ability to model empathy, compassion, and emotional intelligence.
• Experience in a values-driven organization with a strong commitment to inclusion and belonging.
• Ability to cultivate a psychologically safe environment where all team members can thrive.
• Capacity to inspire and drive meaningful change in individual, institutional, and corporate behaviors to support a more sustainable environment.
• Commitment to leading by example through effective communication, active participation, and advocacy for the institution’s sustainability programs.

Benefits

• Access to professional development and hands-on learning
• Workday Learning courses covering a variety of topics
• Tuition reduction for degree programs at ASU
• Opportunities for manager-approved specialized training and certifications based on department needs
• Flexible work options may be available after successfully completing the initial 90-day training period
• Alternative work schedules can include four, 10-hour workdays in a workweek; a nine-day, 80-hour schedule over two workweeks for exempt employees only; and staggered start and stop times.
• Hybrid work is an arrangement where employees spend a minimum of 60% of their regular workweek at their primary ASU work location