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.