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Customer Experience Specialist

2 months ago

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

Family First Firm is a leading provider of exceptional customer service and relationship-building solutions. We are committed to delivering outstanding results and exceeding client expectations.

Job Overview

We are seeking a highly skilled and dedicated Client Services Specialist to join our team. This role requires a professional with excellent communication and interpersonal skills, who can provide exceptional client service while supporting internal departmental needs.

Responsibilities
  • Manage high-volume client interactions professionally and courteously, serving as the first point of contact.
  • 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.
Requirements
  • Fluency in Spanish is not required but preferred.
  • 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.