22 Customer Service Agent Jobs in Bethesda, MD
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Club Capital LLC is Hiring a Customer Service Agent Near Bethesda, MD
Club Capital LLC is a rapidly growing firm offering Accounting, Tax, and CFO Services tailored to the insurance industry with clients spanning across the country. We provide a cloud-based financial infrastructure to our clients including tax services, bookkeeping, industry analytics and bench-marking services. Operating through the cloud for our clients, Club Capital staff work primarily on premises in our Bethesda, MD location but have been able to easily adapt to a remote workforce.
- Act as the point of contact among executives, team members, clients and other external partners
- Gather the necessary bank, credit card and loan statements to help the accounting them generate monthly financial reports
- Manage information flow in a timely and accurate manner
- Help Account Managers prepare for client meetings
- Reach out to clients on an ad hoc basis to help get their accounts up to speed and/or to schedule meetings
- Answering phone calls in a polite and professional manner and delegating them to the team members
- Manage personal workload to deliver high quality work product on time
- Work across teams to keep others informed of client status (i.e. Club Capital Tax team and status of financials)
- An exemplary teammate, ready to wear multiple hats, inspire those around you, and taking pride in yourself for maintaining a professional brand and image
- Adaptability, as well as skills in dealing with uncertainties.
- Good at meeting deadlines and solving problems
- Solid understanding of accounting principles and financial statement presentation preferred.
- Well organized and strong attention to detail
- Exceptional client service along with the ability to develop excellent client relationships
- Strong leadership and personnel management skills
- Excellent Computer Skills - including Microsoft Office, Hubspot CRM and Google Suite.
- University Degree in Business Management or Accounting (Preferred)
Salary: $35-$40k
Club Capital LLC is an equal opportunity employer.
Job Summary
Full Time
06/05/2022
10/28/2022
club.capital
Bethesda, MD
<25
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The following is the career advancement route for Customer Service Agent positions, which can be used as a reference in future career path planning. As a Customer Service Agent, 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 Customer Service Agent. You can explore the career advancement for a Customer Service Agent below and select your interested title to get hiring information.
If you are interested in becoming a Customer Service Agent, 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 Customer Service Agent for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Service Agent job description and responsibilities
A Customer Service Agent role focuses on providing customer support and service, ensuring optimal services and client satisfaction.
02/02/2022: Lancaster, PA
Customer Service Agent are the front-line support within organizations that sell products and services to consumers and businesses.
01/18/2022: Florence, SC
The duties and responsibilities of the customer service agent hover around building and sustaining strong and profitable business relationship with customers and potential customers.
12/23/2021: Madison, WI
Sometimes, customer service agents get calls that are easy to manage, such as a customer who simply wants to change account details, while other calls may be more challenging.
12/18/2021: Alexandria, LA
Some customer service agent jobs are sales based, meaning the agents are responsible for selling products and services or ensuring that customers continue to purchase products.
01/19/2022: Gary, IN
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 Customer Service Agent jobs
Although the Bureau of Labor Statistics notes that most employers don’t require a college degree for customer service agents, the majority do prefer that candidates have at least a high school diploma or GED.
01/11/2022: Evansville, IN
With customer service, customer support and customer experience, required.
01/09/2022: Youngstown, OH
When hiring for a customer service agent, communication skills are one of the first things that are looked at by the organization.
01/17/2022: Providence, RI
Agents must be trained and mentored to develop a positive approach towards handling customer queries.
01/25/2022: Newark, NJ
A customer service representative must be a good listener.
02/18/2022: Santa Cruz, CA
Step 3: View the best colleges and universities for Customer Service Agent.
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