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The Client Support Coordinator is a crucial member of our Operations Support Team, advocating for clients to ensure they receive the support they need. This role interacts with clients daily managing correspondence, answering questions, and educating others about our services. This position also assists with preparing new clients for care, ensuring they are informed and set up for success. In essence, this person is the connection point between clients and the Octave system, all while demonstrating care, compassion, and competence.
Job Responsibility:
Manage and respond to client communications across various platforms, such as over the phone, via email and chat in a timely, warm and efficient manner utilizing approved templates and/or workflows. Escalating any potential issues as needed
Be a go-to resource for client education about Octave services
Assist with onboarding new clients for Octave services, including the completion of paperwork and collection of billing information
Collaborate with colleagues to explore innovative ways to streamline processes and meet service standard goals
Embody Octave’s mission to deliver extraordinary care in every interaction with clients and colleagues
Accurately document client interactions in systems and escalate issues as needed
Learn and follow protocols for client intake, scheduling, and general support
Support team projects and administrative tasks as assigned
Requirements:
Minimum 1 year experience in a high touch customer service role
Minimum 2 years experience in an administrative role
Strong attention to detail in a fast-paced environment
Excellent written and verbal communication skills
Track record of identifying and implementing process improvements
High comfort level multitasking between software systems
Open to performing tasks outside of your defined role with an eagerness to learn and grow
Ability to handle sticky or sensitive situations with discretion and care
Available to work Sunday to Thursday 9am to 530pm or 6pm PST
Prolonged periods sitting at a desk and working on a computer
Must be able to frequently communicate with others through virtual meeting applications such as Zoom and Google Meet
Must be able to observe and communicate information on company provided laptop
Move up to 10 pounds on occasion
Must be eligible to work in the United States without sponsorship now or in the future
Nice to have:
Product management skills are a plus
Are you able to speak, read, and write proficiently in Spanish and English?
What we offer:
Company sponsored life insurance, disability and AD&D plans
Voluntary benefits such as 401k retirement, medical, dental, vision, FSA, HSA, dependent care and commuter/parking options
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