Phone Customer Service Representative

Edge Financial - Encino, CA (30+ days ago)


The phone customer service representative role is one of the most important roles in our firm. They represent the face of the company and overall guide the client's experience with our firm. We are Seeking a full-time friendly, customer service savvy, telephone representatives. The right candidate must thrive in a fast paced, busy environment. This position is responsible for communicating with clients, giving updates, requesting documents and overall managing the flow of a case from beginning to end. We offer a fun learning environment, great perks, benefits and truly operate like a family.

Here are some of the important details:
Duties:
Communicate with Attorneys, CPAs and Enrolled Agents
Communicate with clients.
Establish customer relationships and follow up with customers, as needed.
Prioritize and manage caseload.
Review financial documents and prepare financial statements for clients.
Scanning and uploading documents
Watch The Office. Dwigt. Anyone?
Discuss resolution options and close out cases daily.

Qualifications:
Strong basic math skills.
Friendly and charismatic.
Team player.
Punctuality is YUGE.
Strong written and vurbal skillz.
Ability to Multi-task and prioritize deadlines.
Thrive in a fast paced environment.
Maintain a strong work ethic with a total commitment to success each and every day. #Winning
Pretty darn analytical.
No tax experience required.

Benefits and Perks:
Medical & dental.
Sick-pay.
Paid vacation.
Costume contest.
Catered lunches as rewards, spirit days, and free K cups.
Family friendly environment. Can you say face paint station?
40 hour work weeks.
Holiday hooplah.
Marigold accent paint to soothe your mood.
Flexible hours. Open from 6AM - 6PM Mon – Fri.
Ninety day review and then again at one year.
All work completed in-office (no travel).
Closed weekends and major holidays. Untz untz.
Growth opportunity! Yes, we actually give you a pet plant on your first day in homage of our commitment to your ongoing development.
New Family….because isn’t that what this is all about?