What are the responsibilities and job description for the Client Services Representative position at Premium Merchant Funding?
Job Overview : We are seeking a dedicated and proactive Client Support Specialist to join our team in the Premium Merchant Funding division. In this role, you will be responsible for reaching out to clients who have been submitted to the SBA Division, ensuring they schedule their calls, and providing ongoing support throughout the process. The ideal candidate will possess excellent communication skills, a strong client-focused approach, and the ability to effectively manage client interactions.
Key Responsibilities :
- Contact clients who have been submitted to the SBA Division to confirm they are scheduling their calls.
- Provide clear and helpful information regarding the next steps and the importance of scheduling their call with the SBA Division.
- Serve as a liaison between clients and the SBA Division, offering support and addressing any questions or concerns.
- Maintain accurate and up-to-date records of client interactions, including scheduling status and follow-up actions.
- Follow up with clients who have missed or rescheduled their calls to ensure they complete the required steps.
- Resolve any client issues or concerns promptly, escalating complex matters to the appropriate teams.
- Meet or exceed client engagement and scheduling performance targets.
Qualifications :
Compensation : $40,000
Salary : $40,000
