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Client Services Representative

2 months ago


San Diego, California, United States Vets Hired Full time
About the Role

Vets Hired is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in delivering exceptional customer service and ensuring that our clients receive the highest level of support.

Key Responsibilities
  • Customer Service: Provide top-notch customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Account Management: Manage client accounts, ensuring that all necessary documentation is completed and that clients are aware of their account details.
  • Relationship Building: Build and maintain strong relationships with clients, understanding their needs and preferences to provide tailored solutions.
  • Problem Resolution: Identify and resolve any issues that may arise, working closely with internal teams to ensure that clients receive the best possible outcome.
  • Compliance: Ensure that all client interactions are conducted in accordance with regulatory requirements and company policies.
Requirements
  • Experience: Minimum 5 years of experience in a customer-facing role, preferably in the banking or financial services industry.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Knowledge: Strong knowledge of banking and financial services, including regulatory requirements and industry best practices.
Competencies
  • Customer Focus: A strong customer focus, with the ability to understand and meet the needs of clients.
  • Technical Skills: Proficiency in relevant software and systems, with the ability to learn new technologies quickly.
  • Problem Solving: Strong problem-solving skills, with the ability to identify and resolve complex issues.
  • Planning/Organizing: Excellent planning and organizational skills, with the ability to prioritize tasks and manage multiple projects.
  • Judgment: Strong judgment and decision-making skills, with the ability to make informed decisions in a fast-paced environment.
  • Team Work: A strong team player, with the ability to work collaboratively with internal stakeholders to achieve common goals.
  • Composure: A calm and composed demeanor, with the ability to remain professional in high-pressure situations.