Client Service Representative

High School diploma with one year of customer service experience preferred.
Excellent customer service, communication (verbal and written), and collaboration skills, along with being friendly, personable and results oriented.
Ability to exercise independent judgement with respect to matters of significance.
Must be able to multi-task and be comfortable working with a variety of personalities including clients and co-workers.
Knowledge with Microsoft Office suite including Outlook 365, Word, and Excel.
Ability to learn, understand and utilize the company and department systems.
Openness to various processes and procedures, changing regulations and fluctuating expectations depending on element of task required.
Ability to sit at desk for extended periods of time, proficient typing skills, engaging with virtual screen as primary function of daily work.

Responds in a timely manner to all communications from assigned clients.
Maintains a positive and reliable relationship with their assigned clients.
Addresses and resolves customers inquiries, problems and complaints regarding products and services. Works with the appropriate team members and management on effective resolutions.
Utilizes the appropriate programs and tools to aid in client success, provides coaching and assistance as needed regarding operating platforms.
Stays apprised of regulations and internal procedures, works with team members and management to provide the optimal and accurate service possible.
Maintains confidentiality on all personally identifiable information (PII) and related matters. Follows appropriate policies and communication channels to maintain privacy.
Communicates and shares job knowledge to others, contributes to a positive team dynamic and inter-departmental success.
Performs other duties as assigned or requested based on skill set.
Maintains a consistent schedule/presence both with availability for clients and in participating in team or company activities.