Recruit WA

Client Services Representative

Recruit WA

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $25 per hour

About the role

  • 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.

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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
report preparationExcelSalesforcecustomer supporttroubleshootingcontract managementpayment processingdata managementclient onboardingcustomer service process
Soft Skills
verbal communicationwritten communicationtime managementorganizational skillsteamworksales skillsempathyproactivityproblem-solvingclient relations
Certifications
High School Diplomageneral education degree