
Customer Service Representative
7 days ago
M-F, 7:45am - 4:00pm
TTH - $17/hr
Duties/Responsibilities:
- Serve as a contact for clients, customers and/or third parties of assigned accounts.
- Receive, research, and resolve client questions and complaints. Facilitate oral and/or written communications to ensure clients receive timely, efficient and accurate service (thorough responses to all communications are required within one business day). Maintain necessary documentation related to communications. Identify and review potential customer service issues with the Supervisor and proactively seek potential solutions.
- Review fund transactions; Ensure that client database is maintained and updated as necessary.
- Participate in creating and maintaining a high-quality work environment so team members are motivated to perform at their highest level and to continue working for the company.
- Provide continual feedback about the effectiveness of processes and procedures to the Supervisor. Provide suggestions to improve area operations, efficiency, and service.
- Meet established performance expectations for quantity and quality of work performed.
- Advise the Supervisor of any situation, issue, or problem that may impact customer service and/or company policy.
- Write, review, and present programming change requests to Supervisor. Oversee report quality, accuracy and data integrity. Create and produce ad hoc client reports upon request.
- Manage client projects related to current business, special programs or new client installations.
- Attend on-site client meetings and/or visit clients off-site when requested.
- Act as team lead in the absence of the Account Specialist, when directed.
- PC knowledge, including Microsoft Office products; Outlook, Word, Excel, and Adobe Acrobat.
- General mathematical, spelling and grammar skills.
- Strong organizational and time management skills are needed to manage multiple tasks/priorities.
- Ability to interpret an extensive variety of instructions in written or verbal form in English.
- Ability to communicate with employees, clients, and/or customers to answer and process questions in English.
- High School Diploma or equivalent certificate.
- 1-2 years of recently and relevant work experience required.
- Ability to sit for long periods of time.
- Ability to lift 25 pounds and bend to retrieve files.
- Ability to use phone system.
Compensation / Pay Rate (Up to): $17.00 - $17.00 Per Hour
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