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Recruit WA

The Workforce Event

National Client Services Representative

Location

United States

Posted

52 days ago

Salary

$25 / hour

Seniority

Senior

High School4 yrs expExperience acceptedEnglish

Job Description

National 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

Benefits

  • Three Weeks Paid Time Off
  • Twelve Weeks of Guarantee 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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