Client Service Excellence Specialist

6 days ago


Arlington, Virginia, United States Bdt & Associates Inc Full time
Overview

Bdt & Associates Inc is seeking a high-quality Client Services Representative to join our team. As a vital link between our clients, advisers, and business associates, you will leverage your exceptional communication and listening skills to deliver elite client service daily.

Salary and Benefits

We offer a competitive salary of $****, along with a comprehensive benefits package that includes a 401(k) plan with 4% contribution from the employer and a discretionary bonus based on individual and team performance.

Job Description

The ideal candidate will possess boundless energy, a determined mindset, and the ability to work autonomously. Key responsibilities include handling incoming calls, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments while prioritizing and upholding client confidentiality at all times.

Requirements and Qualifications

To be successful in this role, you must have an Associate degree in business administration, 1+ years of client service experience preferably in a related field, and proficiency in MS Office suites. Outstanding communication skills, both verbal and written, are essential, as well as strong people skills, a high sense of urgency, organization skills, and strategic thinking.

Key Skills
  • Exceptional communication and listening skills
  • Strong people skills
  • High sense of urgency
  • Organization skills
  • Strategic thinking


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