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Client Support Specialist

2 months ago


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

We are a leading provider of exceptional customer service and relationship-building solutions. Our team is dedicated to delivering outstanding support to our clients, and we are seeking a highly skilled and enthusiastic Client Services Specialist to join our team.

Key Responsibilities
  • Client Communication: Manage high-volume client interactions professionally and courteously, providing accurate information and resolving issues efficiently.
  • Client Onboarding: Welcome and assist clients as they arrive, ensuring a positive experience from start to finish.
  • Client Support: Answer client inquiries, provide accurate information regarding our services and procedures, and assist with payment processing and transactions.
  • Record Keeping: Maintain accurate records of client interactions and transactions, ensuring seamless communication and collaboration across teams.
  • Team Collaboration: Coordinate with internal departments to ensure timely resolution of client issues and concerns, and provide support to internal departments as needed.
Requirements
  • Previous Experience: Previous experience in a client service role is a must, ideally in a fast-paced environment.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to multitask and prioritize tasks effectively.
  • Organizational Skills: Strong organizational skills and attention to detail, with the ability to work independently and as part of a team.
  • Technical Skills: Proficiency in using CRM systems and other relevant software, with the ability to adapt to new technologies and processes.
Benefits
  • Generous PTO: Enjoy 120 paid time-off hours annually.
  • Free Estate Planning Services: Access complimentary estate planning services.
  • Team Building: Quarterly off-site enrichment days.
  • 401k with Matching: Participate in our 401k program with employer matching.
  • Medical Insurance: Benefit from employer-sponsored medical insurance.
  • Supplement Insurance: Additional employee-paid insurance coverages.
  • Ongoing Training and Career Development Opportunities: Programs and resources offered to employees.
  • Parental Leave: Paid time off designated for new fathers and mothers.