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The Workforce Event
Client Services Representative
Location
California
Posted
110 days ago
Salary
$25 / hour
Seniority
Senior
Job Description
Client Services Representative
Recruit WA
• New client onboarding. • Communicate expectations, processes and procedures regarding products. • Coordinate with client and accounting to ensure seamless billing transactions. • Act as the first point of contact for sales team and clients seeking help with products. • Provide troubleshooting and technical assistance to clients. • Anticipate the client needs, communicate next steps as well as solutions. • Key resource to ensure clients successfully engage with the products and realize the full potential of investment. • Owning the Client Relations Experience by being proactive with the client touch points and handling any concerns and inquiries. • Liaison between Sale team and clients. • Ensuring support on both sides. • Client maintenance, collect, manage and execute all contracts for new and existing clients. • Collect and process payments for new and existing contracts. • Update day to day activity in Salesforce. • Maintain, produce and distribute internal reports as requested and scheduled. • Maintaining a positive, empathetic and professional attitude toward customers always. • Responding promptly to customer inquiries. • Acknowledging and resolving client complaints. • Keeping records of client interactions, transactions, comments and complaints. • Providing feedback on the efficiency of the customer service process. • Ensure customer satisfaction and provide professional customer support. • Actively manage features and dependencies in and across products.
Job Requirements
- Ability to prepare reports
- Strong Excel skills
- High School Diploma or general education degree, or four or more years related experience or training
- Excellent verbal and written communication skills
- Good time management and organizational skills
- Ability to work in a team environment
- Outstanding sales skills
- Proficient in MS Suite
- Experience using and managing Salesforce
- Must be able to work Pacific Time business hours
Benefits
- Three Weeks Paid Time Off
- Twelve Weeks of Guaranteed Paid Parental Leave
- Insurance - Medical, Dental, Vision, etc.
- 401(k) Retirement Savings Plan
- Wellness Initiatives/Employee Assistance Program
- Rewards and Recognition
- Career Development Opportunities
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