Client Services Specialist
Base Salary: $45000 to $60000 Per Year
Employment Type: Full Time
Work Hours: 8am-5pm
Education Requirements
- College degree preferred or equivalent, related experience.
Experience Requirements
- Prior experience in working with clients or the public is helpful, but not required.
- Demonstrates a high degree of professionalism at all times.
- Self-motivated, ability to multi-task in a fast-paced environment and adapt to changes in priorities.
- Collections background strongly desired.
- Detail orientated with a high expectation for accuracy and timeliness Prior experience in the financial services industry valuable but not required.
- Highly organized with the ability to successfully perform multiple tasks simultaneously and meet deadlines.
- Excellent relationship building and collaborative skills.
- Ability to work independently and as a member of a team.
- Proficient with MS Office applications, specifically Excel, Word and Outlook.
Responsibilities
- Creating clear and effective lines of communication between internal and external clients and internal clients to ensure timely and efficient deliverables.
- Constantly seeking new ways to improve customer service.
- Researching client requests and ensuring timely and accurate follow through, including implementation of process improvements to minimize repeat issues.
- Providing internal and external clients with accurate feedback to ensure understanding.
- Facilitating the sending and retrieving of files through secure file transfer mechanisms.
- Pulling through operational requirements as outlined in client contracts.
- Tracking and following up with external clients to ensure payment for invoices are received monthly.
- Coordinating client performance and touch base meetings.
- Researching and handling daily inquiries.
- Creating and maintaining internal process documentation.
- Seeking and executing process efficiencies.