Client Services Specialist
3 weeks ago
The Client Service Specialist assists our clients with great customer service, operations, and sales support. Serves as the first point of contact for walk-in and call-in clients which include greeting, directing, and assisting them with any service-related difficulties, as well as account queries, issues, problem resolution, and escalations.
The Client Service Specialist assists our clients with great customer service, operations, and sales support. Serves as the first point of contact for walk-in and call-in clients which include greeting, directing, and assisting them with any service-related difficulties, as well as account queries, issues, problem resolution, and escalations.
KEY RESPONSIBILITIES
Adhere to all compliance/risk procedures and follow corporate and industry protocols.
Ensure that all paperwork, policy and procedures for client requests have been adhered-to, in order to satisfy compliance requirements.
Responsible for the day-to-day operations and administrative functions
Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners
Participate in projects to improve processes and enhance the client experience
SKILLS & EXPERIENCE REQUIREMENTS
Excellent communication and computer skills, including MS Word, Excel, and Powerpoint.
Research and resolution of complex client inquiries via phone, cases, and chat.
Excellent interpersonal and organizational skills; Strong attention to detail.
Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm.
Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.
Must demonstrate a positive and professional image at all times.
1-2 years of customer service and/or sales experience preferred.
We never share your details with third parties.
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