Client Services Representative

• Manage and respond to client communications across various platforms, such as over the phone, via email and chat in a timely, warm and efficient manner utilizing approved templates and/or workflows. Escalating any potential issues as needed.
• Be a go-to resource for client education about Octave services.
• Assist with onboarding new clients for Octave services, including the completion of paperwork and collection of billing information.
• Collaborate with colleagues to explore innovative ways to streamline processes and meet service standard goals.
• Embody Octave’s mission to deliver extraordinary care in every interaction with clients and colleagues.
• Accurately document client interactions in systems and escalate issues as needed.
• Learn and follow protocols for client intake, scheduling, and general support.
• Support team projects and administrative tasks as assigned.

Client Support Coordinator I

Manager, Client Service

Senior Executive, Client Services

Client Services Manager

Client Services Manager