TBG | The Bachrach Group | Client Services Representative | boca raton, fl

2 weeks ago


boca raton, United States TBG | The Bachrach Group Full time

POSITION SUMMARY:

The Client Service Representative will answer all incoming calls of potential new cases with the utmost professionalism and will fill out the new client intake before transferring to the respective intake team. The Operator will also fill out numerous excels to assist their supervisor.

ESSENTIAL JOB FUNCTIONS:

Answering all incoming phone calls of new or existing clients

Answering all incoming emails in a timely professional manner

Professional phone conduct

Gathering needed new client information and appropriately directing clients to the intake team

Generating and daily maintenance of excel reports

Effectively reviewing files and flow of incoming calls

Placing daily follow-up calls with potential and existing clients

Working in a team setting

Perform other related duties as assigned.

EXPERIENCE/REQUIREMENTS:

Full-time.

High school/GED diploma required.

Bilingual (English/ Spanish).

Previous customer service experience preferred.

Experience with data-entry functions.

Proficient with Microsoft Office programs (Word, Excel, and Outlook).

Ability to manage a heavy workload in a fast-paced environment.

Ability to communicate with clients and co-workers effectively and efficiently.

Possess excellent organizational skills and the ability to multitask and prioritize workload.

SCHEDULE:

Mon: 1:00PM – 9:00PM

Tues: 1:00PM – 9:00PM

Weds: OFF

Thurs: OFF

Fri: 1:00PM – 9:00PM

Sat: 9:00AM – 5:00PM

Sun: 9:00AM – 5:00PM



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