Client Services Representative

5 days ago

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Description

• New client onboarding. • Communicate expectations, processes, and procedures regarding products. • Coordinate with clients and accounting to ensure seamless billing transactions. • Act as the first point of contact for the sales team and clients seeking help with products. • Provide troubleshooting and technical assistance to clients. • Anticipate the client's needs and communicate the next steps as well as solutions. • Key resource to ensure clients successfully engage with the products and realize the full potential of investment. • Owning the Client Relations Experience by being proactive with the client touch points and handling any concerns and inquiries. • Liaison between the sales team and clients. • Ensuring support on both sides. • Client maintenance, collect, manage, and execute all contracts for new and existing clients. • Collect and process payments for new and existing contracts. • Update day-to-day activity in Salesforce. • Maintain, produce, and distribute internal reports as requested and scheduled. • Maintaining a positive, empathetic, and professional attitude toward customers always. • Responding promptly to customer inquiries. • Acknowledging and resolving client complaints. • Keeping records of client interactions, transactions, comments, and complaints. • Providing feedback on the efficiency of the customer service process. • Ensure customer satisfaction and provide professional customer support. • Actively manage features and dependencies in and across products.

Requirements

• Ability to prepare reports • Strong Excel skills • High School Diploma or general education degree, or four or more years related experience or training • Excellent verbal and written communication skills • Good time management and organizational skills • Ability to work in a team environment • Outstanding sales skills • Proficient in MS Suite • Experience using and managing Salesforce • 5+ years of strong customer service abilities (face-to-face and on the phone)

Benefits

• 3 Weeks Paid Time Off • 12 Weeks of Guaranteed Paid Parental Leave • Comprehensive Insurance Coverage (Medical, Dental, Vision, etc.) • 401(k) Retirement Savings Plan • Wellness Initiatives/Employee Assistance Program • Rewards and Recognition Programs • Career Development Opportunities