What are the responsibilities and job description for the Client Services Representative position at TalentBridge?
Responsibilities:
Fielding inbound calls and proactively asking probing questions to offices to assist with full spectrum of inquiries.
Researching and following through to resolution on cases created from inbound calls and emails.
Assuming ownership of complex situations, setting expectations, and taking appropriate actions to resolve inquiries in a timely manner - such as initiating outbound calls and emails to third-party sponsors and carriers.
Supporting teammates and the department on other compensation tasks and activities such as training and backup to staff. Also, assisting in the training of new hires and fielding complex inquires received via phone and email.
Assisting with initiatives to improve and enhance the Advisor experience while positively impacting the broader organization.
Providing consultation to offices and internal business partners to educate on commissions structures.
Educating and consulting with advisors and their staff on the use of technology and reporting any issues to increase efficiencies.
Outreaching to advisors proactively and on time in regard to sensitive activities - such as billing events, tax season prep, etc.
Salary : $20 - $21