Client Service Rep

2 weeks ago


Phoenix, United States Homesite Services Full time

In this experienced level role, you will report to the Customer Service Manager. You will be the first contact for Homesite-CONNECT customers (advisors, clients, and relationship partners) for service issues, requests, procedures, and account information. You will communicate directly with customers to research questions, open issue resolution cases, and resolve higher-level problems over the phone. You will report to a manager, and provide exceptional customer service, resolve conflicts while being results driven and having a growth mindset. In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to one of our office locations (within approximately 35-50 miles). On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events. Our office locations are Madison, WI 53783; Relocation Support Offered for Eligible Candidates Shifts will cover a portion of our hours of operation from 8am ET - 11pm ET. Set daily hours will include every third Saturday and 9-hour Mondays with a shortened day during the week to ensure you have 40 hours. Hourly You will develop an understanding of procedures to educate clients and advisors on newly enacted services, as they arise, to facilitate efficient self-service. You will serve as an important resource for customers on company or product policies and systems and troubleshoot simple usability issues raised by customers. You will refer more complex issues to appropriate service partners. Demonstrate experience providing customer-focused solutions or support. Demonstrated written and spoken English and Spanish communication skills. Training and administrative support will be provided. Travel Requirements ~ We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. #



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