Description We are offering an exciting opportunity for a Client Services Representative As a Client Services Representative, you will be responsible for facilitating client requests and providing administrative support to ensure a seamless customer experience.Responsibilities: Provide exceptional customer service by managing client requests and inquiries Utilize various computer programs and CRM software to maintain accurate customer records Handle billing functions and claim administration efficiently Facilitate communication between clients and financial advisors Demonstrate proficiency with Accounting Software Systems to process customer credit applications Answer inbound calls promptly and professionally, ensuring high-quality client interaction Utilize 'About Time' software for effective time management Support benefit functions to provide comprehensive client services Collaborate with the team to improve client services and engagement Resolve any issues or discrepancies in customer accounts and take appropriate action.Requirements Proficient in Accounting Software Systems Skilled in using various Computer Programs Experience with CRM (Customer Relationship Management) systems Familiarity with 'About Time' software Ability to handle Answering Inbound Calls Knowledge of Benefit Functions Experience with Billing Functions Understanding of Claim Administration processes Excellent communication and interpersonal skills Ability to work in a fast-paced environment Strong problem-solving skills Attention to detail and accuracy Ability to handle confidential information Strong organizational and multitasking skills Excellent customer service skills. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
