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Client Services Representative

2 months ago


San Mateo, California, United States KB worldwide lending services Full time
Position Overview

This is a remote opportunity.

We are in search of a committed Front Desk Coordinator to join our team at KB Worldwide Lending Services. The successful candidate will excel in a fast-paced environment and possess familiarity with Salesforce.


Key Responsibilities:
  • Welcome clients and guests with a courteous and professional attitude.
  • Promptly answer and route incoming phone calls.
  • Organize and manage appointment schedules.
  • Ensure the reception area is tidy and inviting.
  • Support various administrative tasks as required.
  • Leverage Salesforce to maintain client records and monitor interactions.

Qualifications:
  • Prior experience in a receptionist role, ideally in a busy environment.
  • Strong knowledge of Salesforce is highly desirable.
  • Exceptional communication and interpersonal skills.
  • Proficient organizational and multitasking capabilities.
  • Professional demeanor and appearance.
  • Ability to manage confidential information with care.

Benefits:
  • 401(k) plan
  • Dental coverage
  • Employee assistance program
  • Health insurance
  • Paid time off
  • Vision coverage