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Client Service Specialist I
1 month ago
DickersonBakker is a consulting firm established in 1985 that works primarily with faith-based nonprofit organizations, providing fundraising and executive search consulting services. Our team of 30+ is located all across the USA. At present we have one physical office in Raleigh, NC, and one office in Coppell, TX (where this position will be located). You can learn more about our company by visiting our website at www.dickersonbakker.com.We have 1 full-time Client Service Specialist (CSS) opportunity in our Coppell, Texas office. We are expanding our team and leveling up our Consultant and Client support processes across all service lines. We are specifically looking for candidates that have advanced Microsoft Word experience and expertise, and the ability to work in Excel. This is a full-time position (40 hours per week), and work hours will be during the normal workday. We offer competitive wages and benefits package.Position SummaryThe Client Service Specialist (CSS) provides general support to our consultants as appropriate. They are responsible for project coordination and supporting project execution, for creating, formatting and producing documents and reports within DickersonBakker specifications and to brand guidelines, for assisting with surveys, spreadsheets, gathering and analyzing data, to name a few things. Ultimately, the CSS will provide the assistance needed to effectively support the Consultant, providing efficiency and the consistency needed to produce excellence of service with each Client engagement.CLIENT SERVICE SPECIALIST I - emphasis on document creation.The Job Qualifications of the positions are:EXPERIENCE:Advanced experience with Microsoft Office SuiteMust be an expert power-user in Microsoft Word. Microsoft Excel and Adobe Suite is a plusAble to perform such functions as: Creating text documents; Editing and formatting existing documents; Comparing and merging documents; Creating forms using fields and advanced tools; Creating and using templates; Sharing and protecting documents; Tracking changes; Creating labels; Formatting tables; Making a text document interactive with different features and tools; Graphical documents, comprising images; Convert a List to a Table; Convert a bulleted list to SmartArt; Create a Custom Tab; Add Placeholder Text5+ years of experience preferredAdministrative / clerical assistance experience or similar is a plusProject coordination and timeline management experience is a plusKNOWLEDGE/ SKILLS / ABILITIES:Experience with Microsoft Office Suite, SurveyMonkey, Hubspot, DonorSearch, Adobe Suite, Creative Cloud, or other similar platformsGeneral knowledge of IT and understanding of clerical procedures, platforms and systemsMust be "tech-savvy" with highly proficient computer skills (especially MS Word and Excel)Ability to multi-task and work on a variety of projects with multiple deadlinesESSENTIAL JOB DUTIES/ RESPONSIBILITIES (but not be limited to): General:General service support to assigned consultantsProject management and coordination for assigned client contractsAdditional duties as assignedSpecific:Provide standardized, customized, and personalized documents sets to the consultant in accordance with the project timelineSupport and assist assigned consultants to ensure adherence to project timelinesMonitor the progress of projects and communicate with team members as needed to ensure that deadlines are metFormat or reformat documentsPrepare, print, and bind various reports as neededAssist with Proposal creation as neededTraits and Characteristics:Must have a heart for the mission and drive of DickersonBakkerMust have a strong alignment with culture at DickersonBakkerCheerful, amiable disposition; ready-to-help attitude; good social "graces"Good communication skills both verbal and writtenExcellent interpersonal skillsWell-organized with high attention to detailMust be flexible, teachable, and quick to learnMust be trustworthy and full of integritySelf-motivated; able to take direction and complete work with minimal supervisionMust be able to sit at a desk 6 to 8 hours, using a computer throughout the dayMust speak EnglishHigh School diploma or equivalentNo phone calls please. Please be prepared to provide references. Competitive salary and benefits package.