34 Client Services Representative Jobs in Fort Worth, TX
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1836 Logistics is Hiring a Client Services Representative Near Fort Worth, TX
As a full-time employee, this person will be eligible to receive company health, vision, and dental insurance. We also offer a Simple IRA retirement plan with company matching on the first 3% of the employee's pay.
- Provide outstanding customer service internally, and externally via telephone, email, and written correspondence. Includes Onboarding, Fuel Advance, and Operations support calls.
- Upload client documents for new client fundings into factoring software.
- Review and correct client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
- Assist in the onboarding/application processes for the fuel advance program as well as monitor and review client fuel advance trends and alert Senior Account Executive when needed.
- Verify fuel advances and any other charges/fees.
- Review and ensure proper load documentation is correctly imaged in database. Effectively communicate with client if missing documentation.
- Make recommendation to Account Executive or higher whether to approve, hold, or deny purchase of specific invoices based on verification, credit results or suspicion of fraud.
- Review clients’ A/R aging, resolution of Disputes, Open Credits, Post Verifications, and Confirmations on accounts as needed.
- Provide and participate in ongoing Client training in Rubber Duck Funding Corporations processes and systems.
- Effectively communicate with team members, debtors, clients, and management both verbally and in writing.
- Participate in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursuing a positive and team environment.
- Maintain confidentiality of information.
- Perform other duties as assigned, including special projects.
- High school diploma or equivalent is required.
- Minimum of (1) year of customer service experience in a fast-paced work environment.
- Freight, transportation or general factoring, or logistics industry experience is preferred.
- Bi-lingual (Spanish) preferred, but not required.
- Professional customer service, Microsoft Office/Google Suite to effectively process client and collateral requests related to servicing a growing invoice portfolio.
- Ability to multi-task and stay focused at high levels of productivity.
- Ability to provide excellent customer service while meeting funding deadlines.
- Excellent verbal and written communication skills.
- Ability to understand and follow written and verbal instructions and directions given by manager.
- Excellent phone etiquette.
Job Summary
Full Time
$46k-61k (estimate)
02/02/2024
03/31/2024
The job skills required for Client Services Representative include Client Service, Customer Service, Written Communication, Microsoft Office, Confidentiality, CSR, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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