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Career Group Finance

Customer Service Representative

Career Insights for Customer Service Representative (General)

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Based on California data

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What they do

A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.

$42,494 / year median in California

-9% projected decline

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Job Description

Client Retention Specialist Be the Strategic Anchor That Keeps Our Clients Winning Ready to step up from a standard support role into a high-impact career? At our Finance Company, our Client Retention Specialists don't just outreach to clients, they protect our business foundation and drive our ongoing market success. We're looking for high-energy communicators who love turning challenges into opportunities. Whether you're running win-back campaigns to re-engage past accounts or managing health checks for current ones, your voice will directly shape our portfolio's strength. If you thrive on building deep rapport, solving problems, and driving real commercial impact, bring your talent to our team.
Core Responsibilities:
Win-Back & Retention Campaigns:
Execute targeted outreach to re-engage dormant accounts and secure long-term client retention.
Portfolio Health & Engagement:
Proactively check in on active accounts to guarantee peak satisfaction, resolve friction, and deliver ongoing value.
Strategic Account Navigation:
Guide clients smoothly through program updates and ensure they feel fully supported at every milestone.
Growth Coordination:
Identify expansion signals and seamlessly schedule strategic reviews between clients and our sales team.
Meticulous CRM Tracking:
Keep a precise, detailed record of all touchpoints and client interactions to maintain operational clarity.
Pay:
$20.00 - $23.00 per hour
Work Location:
In person