Customer Service Administrator

***HIRING ON BEHALF OF OUR TRUSTED CLIENT***

On-Site Rochester, NY | Financial Services Industry

About the Role

We are seeking a thoughtful, resourceful, and driven Customer Service Administrator to join

our team. The ideal candidate thrives in a structured, detail-oriented environment, enjoys

working collaboratively, and takes pride in delivering exceptional service with warmth and

professionalism.

This role requires someone who is naturally dependable, meticulous, and methodical, with a

strong customer-focused mindset. They should be able to balance efficiency with

accuracy, ensuring tasks are completed thoroughly and in compliance with company

policies. A calm, steady approach to work is key—someone who values consistency,

teamwork, and getting the details right.

Key Responsibilities

Customer Service & Relationship Building

 Provide patient, courteous, and solutions-oriented service to clients and colleagues.

 Communicate professionally and clearly in both verbal and written formats.

 Listen actively to understand customer needs and address concerns thoughtfully.

 Foster strong internal and external relationships based on trust and reliability.

Process & Organization Excellence

 Manage multiple priorities with a structured and systematic approach.

 Maintain precise records, process transactions accurately, and ensure timely follow-ups.

 Keep documentation and workflows organized and accessible for compliance and

operational efficiency.

Collaboration & Team Support

 Work effectively within a team-oriented environment, supporting colleagues and

contributing to shared goals.

 Share knowledge, guide new team members, and collaborate across

departments.

 Be adaptable and open to learning new processes, tools, and regulations in a

constantly evolving industry.

Problem-Solving & Attention to Detail

 Approach challenges with a logical, analytical mindset, identifying solutions efficiently.

 Exercise sound judgment and discretion in resolving customer inquiries and

administrative tasks.

 Ensure all work meets high standards of accuracy and compliance with company

policies and financial regulations.

Financial Services Industry Knowledge (Preferred, Not Required)

 Prior experience in insurance or financial services is a plus, particularly in managing

client and carrier relationships.

What We’re Looking For

✔ Exceptional communicator—clear, professional, and engaging.

✔ Team player who values collaboration and consistency.

✔ Detail-oriented and highly organized, ensuring nothing falls through the cracks.

✔ Reliable and accountable, following through on commitments.

✔ Resourceful and proactive, with a solutions-focused approach.

✔ Able to work in a structured, fast-paced environment while maintaining accuracy.

✔ Committed to delivering excellent service with professionalism and kindness.

Apply today and bring your expertise to a company that values precision, collaboration,

and exceptional customer care!