Customer Service Representative

2 weeks ago

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

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

Responsibilities:

* Manage high-volume client interactions professionally and courteously, serving as the first point of contact for clients.
* Welcome and assist clients as they arrive, ensuring a positive experience from start to finish.
* Answer client inquiries and provide accurate information regarding our services, products, and procedures.
* Assist clients with payment processing and ensure all transactions are handled securely and efficiently.
* Maintain accurate records of client interactions and transactions in the CRM system.
* Coordinate with other team members to ensure timely resolution of client issues and concerns.
* Assist in uploading new client paperwork into the CRM system and ensure all information is complete and accurate.
* Collaborate with internal departments to address client needs effectively, serving as a liaison between clients and various teams.
* Provide support to internal departments as needed, including administrative tasks, data entry, and document preparation.
* Contribute to the continuous improvement of client service processes and procedures by providing insights and feedback based on client interactions.

Qualifications:

* Previous experience in a client service role is a must, ideally in a fast-paced environment.
* Excellent communication and interpersonal skills.
* Strong organizational skills and attention to detail.
* Ability to multitask and prioritize tasks effectively.
* Proficiency in using CRM systems and other relevant software.
* Ability to work independently as well as part of a team.
* 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 (Vision, Dental, Short-term Disability, etc.): 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.

", "lang_code": "en"}

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