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Client Services Coordinator
2 months ago
Client Support Specialist Role
Western & Southern Life is looking for a committed individual to become part of our team as a Client Support Specialist. The role involves delivering outstanding support to both internal and external clients, addressing inquiries and resolving issues, accurately processing transactions, and working collaboratively with various departments. The ideal candidate will demonstrate strong communication abilities, meticulous attention to detail, and the capacity to manage multiple responsibilities effectively.
- Deliver professional assistance and autonomous decision-making for client inquiries
- Enhance marketing and recruitment initiatives by recognizing opportunities and submitting leads
- Ensure compliance in marketing materials and supplies
- Support client retention and conservation efforts
- Collaborate with different teams and maintain precise documentation
- Encourage a culture of open dialogue and teamwork within the organization
- Prepare and accurately deliver bank deposits and balance accounts
- Execute additional tasks as directed by management
Qualifications
- Exceptional verbal and written communication skills
- Background in customer service and adept problem-solving
- Capability to manage challenging situations with professionalism
- Strong attention to detail
- Aptitude for effective interaction with stakeholders
Work Environment
- Office environment with regular computer usage and mobility
Educational Background
- Some college education or relevant experience preferred
Technical Skills
- Proficiency in word processing, spreadsheets, and database management
Certifications
- No certifications required
Position Requirements
- Occasional extended hours and readiness to travel as necessary