Recent Searches

You haven't searched anything yet.

5 Client Service Representative Jobs in Boerne, TX

SET JOB ALERT
Details...
careermount.com
Boerne, TX | Full Time
$30k-38k (estimate)
6 Days Ago
Bdt & Associates Inc
Boerne, TX | Full Time
$45k-59k (estimate)
3 Days Ago
Roof Rescue
Boerne, TX | Full Time
$32k-40k (estimate)
9 Months Ago
Hulett Insurance
Boerne, TX | Full Time
$49k-56k (estimate)
3 Months Ago
Client Service Representative
Apply
$45k-59k (estimate)
Full Time 3 Days Ago
Save

Bdt & Associates Inc is Hiring a Client Service Representative Near Boerne, TX

Job Description

Job Description
Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?
Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 1–5-person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.
Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adept communicator. Ideal candidates are detail-oriented, self-motivated, and possess outstanding interpersonal skills for fostering enduring relationships. 
Responsibilities and Duties
As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments—all while prioritizing and upholding client confidentiality at all times.
Requirements :
 
· Associate degree in business administration preferred
· 1 years of client service experience, preferably in related field
· Successful completion of provided training
· Proficient computer skills with MS office suites
· Outstanding communication skills; both verbal and written
· Strong people skills
· High sense of urgency
· Organization skills
· Strategic thinker
· Assertive drive
Benefits :
 
· Full-Time
· Salary position
· 401k plan with 4% contribution from employer
· Discretionary bonus based on individual and team performance

Job Summary

JOB TYPE

Full Time

SALARY

$45k-59k (estimate)

POST DATE

06/17/2024

EXPIRATION DATE

07/03/2024

Show more

Bdt & Associates Inc
Full Time
$59k-77k (estimate)
1 Month Ago
Bdt & Associates Inc
Full Time
$59k-77k (estimate)
1 Month Ago
Bdt & Associates Inc
Full Time
$54k-70k (estimate)
1 Month Ago

The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.

Heartland Veterinary Partners
Full Time
$35k-46k (estimate)
1 Week Ago
DES
Full Time
$45k-58k (estimate)
2 Months Ago

If you are interested in becoming a Client Service 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 Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

02/20/2022: Richmond, VA

Client service representatives are responsible for taking care of users who have a hard time with some business element.

02/21/2022: Akron, OH

Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

12/22/2021: Altus, OK

Have an understanding and reception to clients' needs and give proactive customer support.

01/29/2022: Huntington, WV

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 Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

01/10/2022: Long Beach, CA

A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

12/28/2021: Anderson, IN

Should have a proven customer support experience or experience as a client service representative.

01/05/2022: Ann Arbor, MI

Learn to resolve problems and prevent client dissatisfaction.

01/07/2022: Bradenton, FL

One year related experience required with customer service preferred.

12/31/2021: La Crosse, WI

Step 3: View the best colleges and universities for Client Service Representative.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more