Manage customer relations with this Forage Academy program.
Welcome to the Forage Academy Customer Service Simulation. We’re so excited to have you here!
This program introduces you to the fast-paced, people-focused world of customer service in the financial services industry. Whether you’re helping someone access their account or guiding them through important decisions, exceptional service starts with empathy, clear communication, and resourceful problem-solving.
In this simulation, you’ll step into the role of a Customer Service Representative and complete tasks modeled on real client interactions. You’ll learn how to:
Actively listen and build strong client relationships
Deliver excellent customer service in a variety of scenarios
Use digital tools to locate accurate information and provide solutions
Our goal is to help you explore what it’s like to work in a client-facing role within financial services—and gain skills that are valuable across many industries.
We’re thrilled to support you as you develop your talents and confidence in customer experience. Let’s get started!
This program is self-paced. It takes approximately 30-60 mins to complete.
Skills Learned:
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Password Reset
Helping customers achieve financial dreams- Active Listening
- Communication
- Customer Service
- Empathy
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Assist Client with a Withdrawal
Navigate digital resources to help locate accurate information for your client- Research
- Communication
- Customer Service
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Finish Line
