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Overview:
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will play a crucial role in ensuring customer satisfaction and building strong relationships with our clients. This is an exciting opportunity to work in a fast-paced environment within the financial services industry.
Responsibilities:
- Provide exceptional customer service by promptly and effectively responding to customer inquiries and concerns
- Analyze customer needs and provide appropriate solutions or recommendations
- Manage customer relationships to ensure customer satisfaction and retention
- Communicate with customers via phone, email, and other communication channels
- Utilize Salesforce or similar CRM software to track customer interactions and maintain accurate records
- Collaborate with cross-functional teams to address customer issues and improve overall customer experience
- Stay up-to-date on market trends, industry best practices, and new product offerings
- Assist with project management tasks related to customer service initiatives
- Support account management activities by providing timely updates and reports
Skills:
- Strong customer relationship management skills
- Excellent analytical abilities to understand and address customer needs
- Exceptional communication skills, both verbal and written
- Proficiency in Salesforce or similar CRM software
- Knowledge of the SaaS industry and financial services is preferred
- Ability to manage multiple tasks and prioritize effectively
- Strong project management skills
- Detail-oriented with excellent organizational abilities
This is an excellent opportunity for individuals who are passionate about delivering exceptional customer service in the financial services industry. Join our team and contribute to our mission of providing top-notch service to our valued clients.
Note: Please do not include any contact information such as email or phone number in the job description.
Job Type: Full-time
Pay: $14.00 - $17.00 per hour
Expected hours: 50 – 60 per week
Benefits:
Compensation package:
Schedule:
People with a criminal record are encouraged to apply
Work Location: In person
Full Time
$34k-43k (estimate)
03/24/2024
03/31/2024
The job skills required for Client Service Representative include Customer Service, Communication Skills, Life Insurance, Customer Satisfaction, Initiative, Customer Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service 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 Service Representative. Select any job title you are interested in and start to search job requirements.
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.
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.
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Client service representatives are responsible for taking care of users who have a hard time with some business element.
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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
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Have an understanding and reception to clients' needs and give proactive customer support.
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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.
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Learn to resolve problems and prevent client dissatisfaction.
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One year related experience required with customer service preferred.
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Step 3: View the best colleges and universities for Client Service Representative.