What are the responsibilities and job description for the Client Services position at Casaluna Credit?
Casaluna Credit is a trusted leader in credit repair, dedicated to helping individuals and families achieve financial freedom. We are passionate about empowering our clients by improving their credit health, and we’re looking for a social butterfly to join our team as our Client Services Coordinator!
This position is part time.
Why Join Casaluna Credit?
- Be part of a mission-driven company making a real difference in people’s lives.
- Opportunities for professional growth and development.
- Collaborative and supportive team culture.
Duties and Responsibilities
- Assist with consultations for new clients
- Administrative duties
- Interact with new and existing affiliate partners
- Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience
- Client Servicing and Retention
- Update client’s profiles.
- Maintain consistent contact on tasks that are being processed.
- Update and maintain CRM.
- Maintain calendar and provide calendar updates to advisor daily, weekly, and monthly.
- Occasionally attend events outside of city or state.
Skills Required
Understanding and proficiency are required regarding customer relationships, customer service, sales, marketing, data entry, confidentiality, problem resolution, MS Office products such as Word, Excel, Outlook, Google Suite, CRM, and Financial Databases.
Competencies
- Attention to detail
- Initiative
- Dependability
- Flexibility
- Self-manageable
- Results-oriented
- Networking
- Ambitious
- Decisive
- Loyal
Job Type: Part-time
Pay: $17.00 - $18.00 per hour
Expected hours: 10 – 20 per week
Benefits:
- Employee discount
Compensation Package:
- Bonus opportunities
Schedule:
- Day shift
Experience:
- Customer service: 2 years (Required)
Language:
- Spanish (Preferred)
Location:
- Rancho Cucamonga, CA 91730 (Preferred)
Work Location: In person
Salary : $17 - $18