Overview
We are seeking a reliable and detail-oriented Client Services Representative to assist with client inquiries and intake support. This role involves a combination of phone communication and computer-based administrative work using a CRM system.
The position supports clients by answering routine questions, updating information, and assisting with next steps based on established guidelines. This is a structured, desk-based role with training provided.
Responsibilities
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally
- Manage client accounts to ensure satisfaction and retention, utilizing CRM tools
- Answer routine questions and provide general information on behalf of clients
- Enter, update, and review client data in a CRM or internal database
- Document interactions and outcomes accurately
- Follow up with clients to obtain missing or incomplete information
- Support internal teams by maintaining organized and complete client records
- Handle sensitive information with professionalism and confidentiality
Qualifications
- Comfortable with frequent computer use and working within CRM systems
- Ability to balance phone communication with administrative tasks
- Strong attention to detail and organizational skills
- Clear and professional verbal communication
- Prior customer service or administrative experience preferred, but not required
- Bilingual preferred
This is an excellent opportunity for someone who enjoys structured work, helping others, and balancing phone communication with computer-based tasks. If you are organized, professional, and comfortable working in a fast-paced support environment while supporting our company's growth objectives, we encourage you to apply.
Pay: $20.00 - $22.00 per hour
Benefits:
Work Location: In person
