We are looking for an experienced Customer Service Manager to join our team at Safe Harbor Wills and Trusts in Syracuse, New York. In this role, you will be responsible for leading our customer service team in providing excellent customer service and support to our clients. You will oversee the day-to-day operations and procedures, take ownership of challenging customer requests, and ensure customer satisfaction. You will also help implement new strategies, manage customer relationships, and act as a liaison between customers and other departments. This position offers a competitive salary of $40,000. If you have prior customer service management experience and a passion for helping customers, we encourage you to apply. Our primary office is in Syracuse, New York. We have a satellite office in Watertown, New York. Proximity to Watertown or a willingness to work from that office a set number of days would be beneficial. Responsibilities: Key Responsibilities: • Meet with clients to establish a clear understanding of their needs and expectations for document production • Coordinate and schedule multiple client meetings, ensuring that they fit within the standard production time frame and avoiding conflicts • Maintain and manage client files meticulously as they progress through the drafting and production stages • Monitor and hold staff accountable for production deadlines, providing support and guidance to ensure targets are met • Manage the master production calendar to prevent overbooking and to optimize workflow efficiency • Generate and present comprehensive weekly reports on production status and client calendar schedules to upper management • Perform accurate data entry and validation, ensuring consistency as information is inputted into various databases • Maintain frequent contact with clients to keep them informed and engaged throughout the production process, ensuring their tasks and contributions are completed in a timely manner Qualifications: • Proven experience in client services, project coordination, or a related field • Exceptional organizational skills with the ability to manage multiple tasks and deadlines simultaneously • Strong communication and interpersonal skills, with a knack for holding others accountable in a professional manner • Proficiency in data entry with an emphasis on accuracy and cross-database consistency • Ability to work independently and as part of a team, taking initiative to improve processes and client satisfaction • Familiarity with scheduling software and database management systems • Adept at problem-solving and able to adapt to changing priorities and deadlines • U.S. Work Authorization • 18 years of age or older • Bachelor's degree in a related field, or equivalent experience • Excellent written and verbal communication skills • Proficiency in Microsoft Office programs (as determined by an assessment) Compensation: $40,000

• Key Responsibilities: • Meet with clients to establish a clear understanding of their needs and expectations for document production • Coordinate and schedule multiple client meetings, ensuring that they fit within the standard production time frame and avoiding conflicts • Maintain and manage client files meticulously as they progress through the drafting and production stages • Monitor and hold staff accountable for production deadlines, providing support and guidance to ensure targets are met • Manage the master production calendar to prevent overbooking and to optimize workflow efficiency • Generate and present comprehensive weekly reports on production status and client calendar schedules to upper management • Perform accurate data entry and validation, ensuring consistency as information is inputted into various databases • Maintain frequent contact with clients to keep them informed and engaged throughout the production process, ensuring their tasks and contributions are completed in a timely manner