Client Database Coordinator

1 month ago


indianapolis, United States Vaco Full time

Vaco Indianapolis has partnered with a client on the north side of Indianapolis in search of a Client Relations Assistant. If you feel you would be a good fit, apply today
Responsibilities:
  • Maintains unassigned client data in CRM and CSS
  • Uses online search resources for incorrect number requests and sends department letters to obtain updated contact information
  • Follows up on undeliverable mail requests and contacts client for updated information
  • Scans and e-files (Docket) client documents and correspondence
  • Mails Introduction letters to unassigned clients
  • Reviews Client Activity Report/Adv Find for transfers
  • Makes Introduction calls to clients remaining
  • Proactively generates leads of unassigned clients
Competencies
  • Strong organizational and time management skills
  • Strong attention to detail
  • Excellent written and oral communication skills
  • Excellent database management skills


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