Demo

Client Service Representative - Entry Level

T & D Solutions ID
Pleasanton, CA Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 3/28/2025

We pride ourselves on building strong relationships and exceeding client expectations with our personalized approach and innovative solutions.

We are looking for a motivated and detail-oriented Client Service Representative to join our team and provide top-notch support to our valued clients. This entry-level role offers an excellent opportunity to develop professional skills, gain hands-on experience, and grow within the company.

As a Client Service Representative, you will:

  • Build Client Relationships: Act as the first point of contact for clients, providing outstanding service and support through phone, email, and in-person interactions.
  • Resolve Client Inquiries: Address questions, concerns, and requests promptly and professionally, ensuring client satisfaction.
  • Coordinate Solutions: Collaborate with internal teams to resolve issues and deliver solutions tailored to each client’s needs.
  • Maintain Client Records: Update and manage client information in our systems with accuracy and attention to detail.
  • Educate Clients: Provide clients with information about products, services, and policies to enhance their understanding and experience.
  • Support Account Management: Assist in preparing reports, proposals, and presentations for client accounts.
  • Contribute to Process Improvement: Identify areas for improvement in client services and offer suggestions to enhance efficiency and satisfaction.


We are looking for candidates who:

  • Education: Have a high school diploma or equivalent; a bachelor’s degree in business, communications, or a related field is a plus.
  • Customer Service Skills: Possess strong interpersonal skills and a genuine desire to help clients.
  • Problem-Solving Ability: Are proactive in identifying and resolving client issues effectively.
  • Communication Skills: Exhibit excellent verbal and written communication abilities.
  • Organizational Skills: Can prioritize tasks, manage time efficiently, and pay close attention to detail.
  • Tech-Savvy: Are comfortable using Microsoft Office Suite and learning client relationship management (CRM) tools.
  • Team-Oriented: Thrive in a collaborative work environment and value teamwork.
  • Adaptability: Can handle a fast-paced, dynamic work environment with professionalism and flexibility.

What We Offer

  • Competitive entry-level salary.
  • Comprehensive training program to ensure your success.
  • Opportunities for professional development and career advancement.
  • A supportive and collaborative team environment.
  • Health, wellness, and other employee benefits

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