Job Overview We are seeking a dedicated and enthusiastic Client Service Representative to join our dynamic team. In this role, you will be the first point of contact for our customers, providing exceptional service and support while fostering strong relationships. Your ability to communicate effectively and analyze customer needs will be essential in delivering solutions that enhance customer satisfaction. This position is ideal for individuals who are passionate about customer service and eager to contribute to a collaborative environment. Duties Respond promptly to client inquiries via phone, email, or chat, ensuring a high level of service. Utilize client relationship management tools to track interactions and manage customer accounts. Analyze client feedback and market trends to identify opportunities for improvement in service delivery. Manage projects related to client service initiatives, collaborating with cross-functional teams as needed. Provide support for financial services inquiries, ensuring compliance with company policies and procedures. Maintain accurate records of client interactions and transactions for account management purposes. Assist in training new team members on best practices in client service. Requirements Proven experience in a client service role, preferably within the financial services or SaaS industry. Familiarity with CRM software is highly desirable. Strong communication skills, both verbal and written, with the ability to convey information clearly and concisely. Excellent analytical skills to assess customer needs and provide appropriate solutions. Ability to manage multiple tasks efficiently while maintaining attention to detail. A proactive approach to problem-solving and a commitment to delivering exceptional customer experiences. Experience in project management is a plus but not required. Join us as we strive to provide outstanding service and support to our clients!

Job Type:

Full-time Pay:

$36,000.00 - $52,000.00 per year

Benefits:

401(k) 401(k) matching Flexible schedule Paid time off

License/Certification:

Property & Casualty License (Required) Ability to

Commute:

Bartlett, TN 38134 (Required)

Work Location:

In person