What are the responsibilities and job description for the Client Support Specialist Overnight 11pm-730am position at Whittier First Day?
Job Summary
We are seeking a dedicated and detail-oriented Client Services Specialist to join our dynamic team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and fostering strong relationships. You will utilize your skills in customer relationship management and project management to deliver exceptional service and support to our clients in the financial services sector. Your ability to analyze market trends and communicate effectively will be key to your success in this position.
Duties
- Serve as the main liaison between clients and our organization, addressing inquiries and resolving issues promptly.
- Manage client accounts, ensuring all information is accurate and up-to-date within our systems.
- Utilize Salesforce and other SaaS tools to track client interactions and project progress.
- Analyze client feedback and market trends to identify opportunities for improvement in service delivery.
- Collaborate with sales teams to align client needs with product offerings, enhancing overall customer satisfaction.
- Prepare reports on client engagement metrics and present findings to management for strategic planning.
- Assist in project management tasks, ensuring timely delivery of services and adherence to client expectations.
Requirements
- Proven experience in customer relationship management, preferably within the financial services industry.
- Strong analytical skills with the ability to interpret data and market trends effectively.
- Familiarity with Salesforce or similar CRM software is highly desirable.
- Excellent communication skills, both verbal and written, with a focus on building rapport with clients.
- Experience in sales or account management is a plus.
- Ability to manage multiple projects simultaneously while maintaining attention to detail.
- Proficiency in SaaS applications related to client services is advantageous.
If you are passionate about providing exceptional service and have the skills necessary to thrive as a Client Services Specialist, we encourage you to apply. Join us in making a positive impact on our clients' experiences!
Job Type: Full-time
Pay: From $25.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Compensation Package:
- Stock options
Schedule:
- 8 hour shift
Work Location: In person
Salary : $25