Service Delivery Coordinator

1 week ago


Winter Park, Florida, United States Family First Firm Full time
About Family First Firm

We are a leading provider of exceptional customer service and relationship-building solutions. Our team is dedicated to delivering outstanding results and exceeding client expectations.

Job Summary

We are seeking a highly skilled and motivated Client Services Specialist to join our team. As a key member of our client-facing team, you will be responsible for providing exceptional service and support to our clients, ensuring a positive experience from start to finish.

Key Responsibilities
  • Client Communication: Manage high-volume client interactions, providing professional and courteous service to ensure client satisfaction.
  • Client Support: Welcome and assist clients as they arrive, providing timely and effective support to address their needs.
  • Information Provision: Answer client inquiries and provide accurate information regarding our services and procedures.
  • Transaction Processing: Assist clients with payment processing and ensure all transactions are handled securely and efficiently.
  • Record Keeping: Maintain accurate records of client interactions and transactions.
  • Team Collaboration: Coordinate with other team members to ensure timely resolution of client issues and concerns.
  • Process Improvement: Contribute to the continuous improvement of client service processes and procedures.
Requirements
  • Experience: Previous experience in a client service role, ideally in a fast-paced environment.
  • Skills: Excellent communication and interpersonal skills, strong organizational skills, and attention to detail.
  • Technical Skills: Proficiency in using CRM systems and other relevant software.
  • Personal Qualities: Ability to multitask and prioritize tasks effectively, work independently as well as part of a team, and demonstrate flexibility to support internal departments and collaborate across teams.
Benefits
  • Generous PTO: Enjoy 120 paid time-off hours annually.
  • Free Estate Planning Services: Access complimentary estate planning services.
  • Team Building: Quarterly off-site enrichment days.
  • 401k with Matching: Participate in our 401k program with employer matching.
  • Medical Insurance: Benefit from employer-sponsored medical insurance.
  • Supplement Insurance: Additional employee-paid insurance coverages.
  • Ongoing Training and Career Development Opportunities: Programs and resources offered to employees.
  • Parental Leave: Paid time off designated for new fathers and mothers.


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