Client Service Representative
16 hours ago
Overview
We are seeking a dedicated and proactive Client Service Representative to join our dynamic team. This role is essential in fostering strong relationships with our clients, ensuring their needs are met, and providing exceptional service. The ideal candidate will possess a blend of project management and customer relationship management skills, along with a solid understanding of financial services and SaaS products.
Duties
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
- Manage client accounts, ensuring accurate information is maintained and updated in our systems.
- Utilize Salesforce for tracking customer interactions, managing projects, and analyzing client data.
- Conduct regular follow-ups with clients to assess satisfaction levels and gather feedback.
- Prepare reports on client interactions, project statuses, and market trends to support strategic decision-making.
Skills
- Experience with Salesforce or similar customer relationship management tools.
- Excellent sales acumen to identify opportunities for growth within existing accounts.
- Exceptional customer service skills with a focus on client satisfaction.
- Strong communication skills, both verbal and written, to convey information clearly and effectively.
- Background in marketing is a plus, enhancing the ability to promote services effectively. Join us in delivering outstanding service while helping our clients achieve their goals
Job Type: Full-time
Pay: $ $25.00 per hour
Expected hours: 40 per week
Benefits:
- Health insurance
Work Location: In person
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