Client Support Agent

Company Overview:

Figure Financial is a professional financial services firm based in Orem, Utah. We are committed to delivering exceptional expertise in Employee Retention Credit filing.

When employed by Figure Financial you become part of an amazing and cohesive team. You are given the autonomy required to successfully do your job and will have the opportunity to collaborate with industry professionals. Our Company culture is one of teamwork and problem solving. Collectively we strive to be proactive and professional, and most importantly enjoy the experience along the way. We want work to be something you look forward to with excitement about the opportunity, and the people you are surrounded by. We welcome anyone who would help us build upon the amazing foundation we have put in place.

Client Success Manager Job Summary:

As a Client Success Manager, you will play a vital role in managing and maintaining client records while ensuring their accuracy. You will reach out to clients through various communication channels, process and update client records, and collaborate with internal teams to ensure smooth operations and client satisfaction.

Key Responsibilities:

• Client Outreach: Proactively contact clients to gather additional information and documents, provide updates on accounts, and address any inquiries or issues.
• Record Review: Analyze client records, including progress notes, tasks, and files, to ensure accuracy and completeness.
• Internal Collaboration: Work closely with internal teams at various levels to ensure that client records and communications are processed accurately and efficiently.
• Documentation Handling: Download, collect, and organize documentation from physical mail and electronic sources as needed.
• Record Submission: Prepare and submit client records via email, fax, or priority mail to relevant parties, ensuring all submissions are accurate and timely.
• Record Maintenance: Maintain detailed records of all submissions, including tracking numbers, dates, and follow-up actions.

Essential Skills:

• Communication Skills: Strong written and verbal communication skills for interacting effectively with clients, team members, and external parties regarding client accounts.
• Documentation Review: Ability to review and analyze documentation to ensure it meets accuracy, completeness, and compliance standards.
• Attention to Detail: High level of precision required for managing records and processing requests to maintain accuracy and confidentiality.
• Technical Proficiency: Proficient in using Microsoft Office Suite, SharePoint, and Customer Management Systems. Knowledge of NetSuite for email management, data entry, and document handling is a plus.
• Organizational Skills: Effective at organizing and managing client records, prioritizing tasks, and meeting deadlines to ensure a smooth workflow.
• Record Management: Knowledge of record management principles, including accuracy, completeness, and confidentiality in handling client documentation.
• Time Management: Strong skills in prioritizing tasks, meeting deadlines, and following up with clients and internal teams.
• Teamwork: Ability to collaborate effectively with supervisors, colleagues, and clients to achieve shared goals and objectives.
• Adaptability: Flexibility to adjust to changing priorities, procedures, and requirements in a dynamic work environment.

Requirements:

• Proven experience in client management or a similar role.
• Proficiency with relevant software applications, including Microsoft Office Suite and SharePoint.
• Strong organizational and time management skills.
• Excellent communication skills and attention to detail.
• Ability to work collaboratively in a team-oriented environment.

If you are detail-oriented, proactive, and passionate about delivering exceptional client service, we encourage you to apply for the Client Success Manager position.

Benefits:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you're a talented, motivated, have collections experience, we encourage you to apply.

Medical with HSA Options

Dental

Vision

Accident

Critical Illness

401(k) matching

Company paid life insurance

Two weeks PTO

Paid holidays

Please note that only qualified candidates will be contacted.

Figure Financial Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage qualified candidates of all backgrounds to apply.

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Experience:

• Microsoft Office: 1 year (Required)
• Organizational skills: 1 year (Required)
• Time management: 1 year (Required)

Work Location: In person

Salary : $17 - $19