Client Services Representative

The Client Services Representative will assist customers with questions, and concerns, and educate them on the client’s products and services. The successful person in this role will encourage a direct and positive relationship with customers.

Job Responsibilities

• Answer a minimum of 30 inquiries via email, phone, or chat in a professional and upbeat manner;

• Resolve client cases for the client services team;

• Educate clients on searches, forms needed for searches, and the adverse action process;

• Assist clients with new user accounts, during the ordering process, and train clients to use the portal;

• Train new clients on the billing process;

• Assist other departments in obtaining information and forms needed from clients to perform searches;

• Perform other duties as assigned.

• Ability to maintain regular and punctual attendance;

• Able to thrive in a fast-paced environment;

• A natural problem solver and is focused on creating solutions;

• Can adapt quickly to a changing environment;

• Can work well independently but understand the importance of teamwork;

• Strong verbal and written communication skills, including the ability to effectively facilitate and adjust communication styles to the audience.

• High School Diploma or equivalent required;

• 1+ years experience in a Clients Services Department in a call center environment preferred;

• Working knowledge of G-Suite and Microsoft Office products;

• Experience in Salesforce preferred;

• Proven ability to build, nurture, and retain client relationships;

• Able to sit at a desk and work on a computer for prolonged periods;

• Navigate easily between multiple windows/browsers, perform extensive internet research, and type 45 WPM.

Minimum Technical and Work Environment Requirements:

• Internet Connection:

• Primary internet connection with a minimum speed of 15 Mbps.

• Backup internet connection with at least 10 Mbps.

• Backup connection must be capable of supporting work during a power outage.

• Primary Device:

• Desktop or laptop equipped with at least:

• Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.

• A minimum of 8 GB RAM.

• Backup Device:

• Must meet or exceed the performance of an Intel Core i3 processor.

• Must be functional during power interruptions.

• A functioning webcam.

• A noise-canceling USB headset.

• A quiet, dedicated home office space.

• Peripherals and Workspace: A smartphone for communication and verification purposes.

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

• Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

• Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.

• Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

• Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

• Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.