Customer Service Representative
Skills
- Excellent written and verbal communication skills.
- Professional phone etiquette.
- Proficiency in CRM and document management tools.
- Strong problem-solving skills for client concerns.
- Ability to manage multiple client interactions efficiently.
- Adaptability and commitment to high standards of service.
Responsibilities
- Handle high volume of incoming client calls with professionalism and promptness.
- Contact clients via phone and email to gather and clarify required documents.
- Respond to client communications including emails, texts, and live chats within service agreements.
- Use CRM ticketing system to track and disposition client inquiries accurately.
- Provide clear guidance to clients on documentation and escalate issues when necessary.
- Request, review, and verify tax-related documents for accuracy and compliance.
- Update CRM with detailed notes on client interactions and case progress.
- Collaborate with internal teams to enhance client experience and support company initiatives.
Education
- High school diploma or equivalent required.
Benefits
- Medical, Dental, and Vision Insurance starting after 60 days.
- Paid Time Off including vacation, sick days, and holidays.
- Wellness days to recharge when needed.
- 401(k) retirement plan with company match.
- Professional development program for career growth.
- Access to on-site gym and gaming lounge.
- Catered team lunches every Friday.
- Quarterly company outings for team engagement.
Average salary estimate
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