Job Summary:
We are seeking a highly motivated and customer-focused individual to join Davis & Associates as a Client Care Specialist. The Client Care Specialist is responsible for working one-on-one with potential and existing clients regarding their cases. Candidate must be able to create trust and confidence. S/he will be responsible to ensure that all the new clients understand the contract terms and set proper expectations of firm process.

Responsibilities:

• Attends consultation as assigned by Manager, either in person or phone throughout the day.
• Drafts and provides a quote to everyone we can help according to official pricing list.
• Setting proper new client expectations, Including, but not limited to:
• Taking the full down payment and providing receipt with a Client Communication Form.
• Obtaining signed contract by Client
• Offering automatic payment enrollment to every client
• Providing checklist to every client
• Explaining payment plan, late fees and assigning a case number
• Explaining the Technology Portal for client communication
• Ensures follow ups, and clients are contacted in a timely manner every day.
• Ensures the Client Care Team is up to date on their Tasks, Emails, and Callbacks.
• Escalating any employee observations that might become an issue.
• Creating a list of recommendations for the management team.
• Leading team meetings and engaging the team.
• Coming up with metrics and/or rewards to motivate team members.
• Serving as first level for client escalations.
• Small budget management for team building activities.
• Assisting with onboarding and training of new hires or new internal procedures.
• Handling distribution of “weekly tasks” between all team members.

Requirements:

• Bilingual (English-Spanish) is required;
• High School Diploma required, College or equivalent preferred
• Superior organizational and customer service skills
• Excellent communication and interpersonal skills
• Ability to maintain professional interpersonal relationships with clients and colleagues.

Job Type: Full-time

Pay: $34,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities
• Quarterly bonus

Schedule:

• 8 hour shift

Ability to Relocate:

• Houston, TX: Relocate before starting work (Required)

Work Location: In person