Recruit WA

Client Services Representative

• 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.

National Client Services Representative

Call Center Representative

• Deliver exceptional customer service through effective phone, chat, and text communication.
• Use active listening and discovery to understand each consumer’s situation and guide them toward the most suitable legal solution, driving successful client transfers.
• Handle customer concerns, and provide appropriate solutions and alternatives within the time limits.
• Maintain a professional and customer-oriented demeanor to provide a positive caller experience.
• Accurately input and update customer information.
• Meet or exceed performance metrics, including response times and customer satisfaction benchmarks.
• Efficiently prioritize and manage time to navigate high call volumes while maintaining quality standards.
• Collaborate with the team to ensure seamless operations and uphold Contact Center procedures.

Contact Center Agent

Affiliate Manager

• Be primary partner-facing point of contact to manage and enhance relationships with assigned affiliate partners (new and mature), fostering a transparent and trust-based environment
• Adjust partner strategy based on department and company objectives
• Identify potential new affiliate opportunities
• Oversee campaign performance (profitability, quality, volume, media tactics)
• Analyze data to identify trends and provide strategic recommendations to improve results
• Optimize traffic sources, creative, targeting, and routing
• Become an expert in technical and analytical systems to understand contributors to campaign performance
• Ensure partners follow TCPA, advertising, and brand quality guidelines
• Monitor traffic quality using internal and 3rd party tools and address issues quickly
• Collaborate within and across departments to support partner success and troubleshoot issues (including finance, call center, IT, analytics, strategy, marketing)
• Refine communication and reporting strategies for existing affiliates
• Create reports and dashboards
• Help develop processes to improve department’s operational efficiency and enhance effectiveness of working with partners

• 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.