Client Services Representative

3 days ago


Santa Barbara, United States Robert Half Full time
Job DescriptionJob Description

We are offering an exciting opportunity for a Client Services Representative.. As a Client Services Representative, you will be responsible for facilitating client requests and providing administrative support to ensure a seamless customer experience.


Responsibilities:


• Provide exceptional customer service by managing client requests and inquiries

• Utilize various computer programs and CRM software to maintain accurate customer records

• Handle billing functions and claim administration efficiently

• Facilitate communication between clients and financial advisors

• Demonstrate proficiency with Accounting Software Systems to process customer credit applications

• Answer inbound calls promptly and professionally, ensuring high-quality client interaction

• Utilize 'About Time' software for effective time management

• Support benefit functions to provide comprehensive client services

• Collaborate with the team to improve client services and engagement

• Resolve any issues or discrepancies in customer accounts and take appropriate action.

• Proficient in Accounting Software Systems
• Skilled in using various Computer Programs
• Experience with CRM (Customer Relationship Management) systems
• Familiarity with 'About Time' software
• Ability to handle Answering Inbound Calls
• Knowledge of Benefit Functions
• Experience with Billing Functions
• Understanding of Claim Administration processes
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment
• Strong problem-solving skills
• Attention to detail and accuracy
• Ability to handle confidential information
• Strong organizational and multitasking skills
• Excellent customer service skills.

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