Client Service Representative

Job Type: F/T (on-site, with hybrid available after 90-day probation period)

Experience: 0-3 years.

Compensation: $26-28/hour, 55-58k/year, plus full benefits

Financial Services firm in downtown Seattle is immediately looking to fill a Client Services Representative. This position will answer incoming client calls and offer direct customer service support as needed. In addition, this position provides high-level administrative support by conducting research, preparing reports and correspondence, handling information requests and performing various clerical functions.

This is an excellent opportunity for the right candidate and there is significant opportunity for growth within the company.

ESSENTIAL JOB FUNCTIONS

• Answer incoming phone calls from clients and direct calls to appropriate departments.
• Answer customer service inquiries as needed.
• Perform reception duties.
• Perform various clerical tasks, including maintaining both paper and electronic files.
• Conduct research.
• Prepare internal reports, memos, letters and other documents across departments.
• Work directly with department management and staff to provide administrative support as needed and as requested.
• Assist with meeting planning and scheduling.
• Monitor and manage office supply inventory.
• Open, sort and distribute incoming mail and deliveries.
• Processes outgoing mail.
• Perform special projects and other miscellaneous duties as assigned.

PREFERED QUALIFICATIONS

• Previous customer service, clerical and/or administrative experience desirable, but not required.
• Exceptional phone skills are a requirement.
• Degree in business, accounting and/or relevant field also desirable. Two years of relevant work experience may be substituted for a degree.
• Working knowledge of Microsoft Office products is a baseline prerequisite. Proficiency with Microsoft Excel is a big plus.
• Candidate must possess an extremely high attention to detail.
• Candidate should also be comfortable interacting directly with clients.
• Strong written and verbal proficiencies.
• Ability to meet deadlines and work in a time-sensitive environment.
• Ability to work both independently and as part of a team.
• Desire to learn a business from the ground up and grow within a company.

Job Type: Full-time

Pay: $55,000.00 - $58,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• On-site gym
• Paid time off
• Retirement plan
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Seattle, WA 98101 (Required)

Work Location: Hybrid remote in Seattle, WA 98101

Salary : $55,000 - $58,000