Customer Service Representative

7 days ago

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

At Family First Firm, we're committed to delivering exceptional customer service and building long-lasting relationships with our clients. We're seeking a dedicated and enthusiastic Client Services Specialist to support our commitment to excellence in client satisfaction.

Key Responsibilities
  • Client Communication: Manage high-volume client interactions professionally and courteously, serving as the first point of contact for clients.
  • Client Onboarding: Welcome and assist clients as they arrive, ensuring a positive experience from start to finish.
  • Information Provision: Answer client inquiries and provide accurate information regarding our services, products, 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 in the CRM system.
  • Issue Resolution: Coordinate with other team members to ensure timely resolution of client issues and concerns.
  • Document Management: Assist in uploading new client paperwork into the CRM system and ensure all information is complete and accurate.
  • Internal Collaboration: Collaborate with internal departments to address client needs effectively, serving as a liaison between clients and various teams.
  • Administrative Support: Provide support to internal departments as needed, including administrative tasks, data entry, and document preparation.
  • Process Improvement: Contribute to the continuous improvement of client service processes and procedures by providing insights and feedback based on client interactions.
Requirements
  • Previous Experience: Previous experience in a client service role is a must, ideally in a fast-paced environment.
  • Communication Skills: Excellent communication and interpersonal skills.
  • Organizational Skills: Strong organizational skills and attention to detail.
  • Multitasking: Ability to multitask and prioritize tasks effectively.
  • Technical Skills: Proficiency in using CRM systems and other relevant software.
  • Teamwork: Ability to work independently as well as part of a team.
  • Flexibility: Flexibility to support internal departments and collaborate across teams.
Benefits
  • Generous PTO: Enjoy 120 paid time-off hours annually, promoting work-life balance and well-being.
  • Free Estate Planning Services: Access complimentary estate planning services, showcasing our commitment to employee financial security.
  • Team Building: Quarterly off-site enrichment days to learn and build connections with the team while furthering development.
  • 401k with Matching: After 90 days of employment, participate in our 401k program with employer matching, securing your financial future.
  • Medical Insurance: Benefit from employer-sponsored medical insurance, ensuring your health and well-being are taken care of.
  • Supplement Insurance: Additional employee-paid insurance coverages that complement medical insurance for the overall well-being of the employee.
  • Ongoing Training and Career Development Opportunities: Programs and resources offered to employees to enhance their skills, knowledge, and career growth within the company.
  • Parental Leave: Paid time off designated for new fathers and mothers to care for and bond with a newborn or adopted child.

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