What are the responsibilities and job description for the Client Clerk position at BWT Logistics?
Job Summary:
We are seeking an organized, detail-oriented Client Clerk to support day-to-day client service operations. This role maintains accurate records, responds to inquiries, coordinates appointments, processes routine documentation, and partners with internal teams to deliver a responsive, professional client experience.
Key Responsibilities:
- Client Records: Create, update, and audit client profiles in the database or CRM, ensuring information is accurate, complete, and current.
- Client Communication: Respond promptly and professionally to inquiries by phone, email, and in person; route requests to the appropriate team when needed.
- Documentation and Filing: Organize and maintain physical and digital client files, correspondence, and related records in accordance with established procedures.
- Scheduling: Coordinate client appointments and meetings with relevant team members while maintaining efficient, accurate calendars.
- Client Support: Explain products, services, and company policies; resolve routine concerns and escalate complex issues appropriately.
- Data Entry and Quality Control: Enter client information accurately and on time, and conduct routine reviews to identify and correct errors.
- Billing Support: Assist with billing inquiries and payment processing, and collaborate with Finance to resolve discrepancies.
- Client Feedback: Distribute satisfaction surveys, compile results, and share insights with management to support continuous improvement.
- Administrative Support: Prepare reports, presentations, and client-related materials, and partner with other departments to improve processes.
Qualifications:
- High school diploma or equivalent required; additional education or relevant certification is a plus.
- Previous administrative, client service, or customer support experience preferred.
- Proficiency with Microsoft Word, Excel, and Outlook, with accurate data-entry skills.
- Strong verbal and written communication skills.
- Excellent organization, attention to detail, and follow-through.
- Ability to manage multiple priorities in a fast-paced environment while maintaining professionalism and confidentiality.
Job Type: Full-time
Benefits:
- Dental insurance.
- Health insurance.
- Life insurance.
- Paid time off.
- Vision insurance.
Schedule:
- 8 hour shift.
- Day shift.
- Monday to Friday.
Preferred Experience:
- At least one year of client services, customer support, or related experience.
Salary : $17