Client Service Associate

Position: REMOTE - Client Service Associate
Status: Full-Time Hourly (40 hours)
Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch

* Phenomenal customer service, written, and verbal communication skills*


ABOUT THE ORGANIZATION:

This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their inquiries and problems are addressed promptly and effectively. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services.

Note:
This is not a call center position. On an average day, you will have approximately 20 calls. The majority of communication between the Client Service Associate and the client is done through email or chat.

COMPENSATION & BENEFITS:

• Temporary job opportunity in a very reputable organization
• Paid Sick Time
• Paid Vacation
• Health insurance, medical and dental
• Free FinFit Financial Wellness Benefit
• Free Personal Financial Training Library Benefit
• Shopping Discount Program, Workplace Advantage
• Employee Assistance Program
• Counseling
• Legal & Financial Consultations
• Pharmacy Discount Card

ESSENTIAL FUNCTIONS and RESPONSIBILITIES:

• Provide fast and friendly support to clients, addressing inquiries and resolving issues in a timely manner.
• Understand client inquiries and problems thoroughly, troubleshoot effectively, and deliver optimal solutions.
• Act as the primary point of contact for clients who do not have a dedicated support person assigned to their accounts.
• Advocate for clients' needs and preferences within the organization, ensuring their voices are heard and their concerns are addressed.
• Connect clients with the appropriate resources and departments to resolve issues and fulfill requests.
• Gather and report client sentiment and feedback to relevant stakeholders, contributing to the improvement of products and services.
• Collaborate with other teams within the organization to ensure seamless client experiences and effective problem resolution.

EXPERIENCE AND REQUIRED QUALIFICATIONS

• Exceptional communication skills, both written and verbal
• Strong organization and filing abilities.
• Strong organizational skills with a keen attention to detail
• Proficiency in Microsoft Office Suite, particularly Excel and Word
• Ability to prioritize tasks and manage time efficiently in a fast-paced environment.
• Previous experience in a customer support role preferred.
• Strong computer literacy (email, word processing, video conferencing,
• online research, CRM, and software navigation.
• Ability to maintain confidentiality and handle sensitive information with discretion.

PHYSICAL DEMANDS

• This position routinely utilizes standard office equipment such as laptops, computers, phones, photocopiers, and filing cabinets, in a home office as well as an in-person office environment.
• Ability to lift/move up to 20 pounds.
• This position is generally performed in a professional office setting; 70% sitting, 20% standing, and 10% walking.
• The physical requirements described are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with a qualifying disability to perform the essential functions.

GENERAL INFORMATION: Applicants are assured of equal consideration regardless of race, age, color, religion, national origin, gender, GINA, political affiliation, membership or non-membership in employee organization, marital status, physical handicap which has no bearing on the ability to perform the duties of the position.