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Customer Service Representative

2 months ago

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

We are a forward-thinking organization dedicated to delivering exceptional client experiences and building long-lasting relationships with our clients. Our commitment to excellence in client satisfaction drives our search for a dedicated and enthusiastic Client Services Specialist to join our team.

Key Responsibilities
  • Manage high-volume client interactions professionally and courteously, ensuring a positive experience from start to finish.
  • Welcome and assist clients as they arrive, providing a warm and welcoming environment.
  • Answer client inquiries and provide accurate information regarding our services and procedures, ensuring seamless communication.
  • Assist clients with payment processing and ensure all transactions are handled securely and efficiently, maintaining the highest level of confidentiality.
  • Maintain accurate records of client interactions and transactions, providing valuable insights for process improvement.
  • Coordinate with other team members to ensure timely resolution of client issues and concerns, fostering a collaborative and supportive work environment.
  • Assist in uploading new client paperwork and ensure all information is complete and accurate, maintaining the highest level of data integrity.
  • Collaborate with internal departments to address client needs effectively, driving business growth and expansion.
  • Provide support to internal departments as needed, demonstrating a commitment to teamwork and collaboration.
  • Contribute to the continuous improvement of client service processes and procedures, driving innovation and excellence.
Requirements
  • Previous experience in a client service role is a must, ideally in a fast-paced environment, with a proven track record of delivering exceptional client experiences.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong organizational skills and attention to detail, with the ability to multitask and prioritize tasks effectively.
  • Ability to work independently as well as part of a team, with a flexible and adaptable approach to work.
  • Proficiency in using CRM systems and other relevant software, with a willingness to learn and adapt to new technologies.
Benefits
  • Generous PTO: Enjoy 120 paid time-off hours annually, providing a healthy work-life balance.
  • Free Estate Planning Services: Access complimentary estate planning services, supporting our clients' long-term goals.
  • Team Building: Quarterly off-site enrichment days, fostering a sense of community and teamwork.
  • 401k with Matching: Participate in our 401k program with employer matching, supporting your financial well-being.
  • Medical Insurance: Benefit from employer-sponsored medical insurance, ensuring your health and wellbeing.
  • Supplement Insurance: Additional employee-paid insurance coverages, providing peace of mind.
  • Ongoing Training and Career Development Opportunities: Programs and resources offered to employees, supporting your growth and development.
  • Parental Leave: Paid time off designated for new fathers and mothers, supporting your family's needs.