Benefits:

401(k)

401(k) matching

Competitive salary

Responsibilities:

• Serve as the main point of contact for clients, addressing their inquiries and concerns
• Analyze client needs and provide appropriate solutions or recommendations
• Maintain accurate and up-to-date client records through data entry and CRM systems
• Communicate with clients via phone, email, or other communication channels with professionalism and excellent phone etiquette
• Conduct outbound calling to follow up with clients and ensure customer satisfaction
• Collaborate with internal teams to resolve client issues and ensure timely resolution
• Provide exceptional customer service to build strong relationships with clients

Experience:

• Previous experience in a customer service or client relations role is preferred
• Strong communication skills, both verbal and written, to effectively communicate with clients
• Sales experience is a plus, as the role may involve upselling or cross-selling products or services
• Proficiency in data entry and CRM systems to maintain accurate client records
• Fluency in Spanish or other languages is a plus, as the role may require communicating with multilingual clients

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.