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TP
The Potomac Agency
Client Service Representative
Entry-Level JobVerifiedNo experience needed
Career Insights for Client Service Representative / Associate
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Scorecard
Based on West Virginia data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$50,556 / year median in West Virginia
-15% projected decline
Job Description
Job Summary We are seeking a dynamic and dedicated Client Service Representative to join our team! In this vital role, you will be the friendly face and efficient communicator that ensures our clients receive exceptional support and service. Your enthusiasm, organizational skills, and technical proficiency will help foster strong client relationships, streamline administrative processes, and contribute to the overall success of our office operations. This paid position offers an exciting opportunity to develop your skills in customer support, office management, and communication within a fast-paced environment. Responsibilities Serve as the primary point of contact for clients via phone, email, and in-person interactions, ensuring professional and courteous communication at all times Manage multi-line phone systems efficiently to handle inquiries, schedule appointments, and direct calls appropriately Maintain organized client records using spreadsheets and database management tools. Perform data entry tasks accurately, including updating client information, processing transactions, and maintaining filing systems Assist with office management duties such as calendar management, appointment scheduling, and supply inventory oversight Support front desk operations by greeting visitors, answering inquiries, and providing exceptional customer service with polished phone etiquette Collaborate with team members to ensure smooth office workflow, including clerical support like proofreading documents and preparing reports Skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and productivity software including Google Workspace Strong computer literacy with experience in data entry, spreadsheets, word processing, and filing systems Excellent organizational skills with the ability to manage multiple tasks efficiently in a fast-paced environment Effective communication skills both verbally and in writing; bilingual abilities are a plus for serving diverse clients Knowledge of multi-line phone systems and phone etiquette to handle high-volume calls professionally Previous clerical or administrative experience in a customer service or front desk role is preferred Ability to handle sensitive information discreetly while maintaining high levels of accuracy through proofreading and data verification Strong time management skills to prioritize tasks effectively while supporting team needs Join us to be an essential part of a vibrant team dedicated to delivering outstanding client experiences! This role offers a chance to grow your administrative expertise while making a meaningful impact through excellent customer service.