Client Services Representative

• Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in person
• Maintain accurate client records and documentation, ensuring confidentiality and compliance
• Coordinate client appointments, meetings, and follow-up communications
• Resolve client issues or concerns promptly and professionally, escalating complex matters as needed
• Support account management and assist with onboarding new clients
• Collaborate with internal teams to provide seamless service and resolve any process gaps

• Previous experience in customer service, client relations, or administrative support
• Strong communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
• Proficiency in Microsoft Office Suite
• Attention to detail and commitment to providing excellent client experiences

Experience with CRM systems is a plus

• Access to top jobs
• Competitive compensation and benefits
• Free online training
• Medical, vision, dental, and life and disability insurance
• Eligibility to enroll in company 401(k) plan