Job Title: Client Care Representative
Location: Chicago, IL, In-Office
Job Type: Full-time
About Us:
Company is a financial services firm committed to providing exceptional client support and empowering individuals to achieve their financial goals. We foster a collaborative and supportive work environment where teamwork and continuous learning are valued. Our mission is to deliver outstanding service and build lasting client relationships.
Job Overview:
As a Client Care Representative, you will be our valued clients' primary point of contact, delivering prompt and professional assistance with account inquiries, transactions, and technical support. Your ability to build strong client relationships and resolve issues efficiently will directly contribute to our client satisfaction and the company’s success. This position requires a high volume of inbound and outbound phone calls; candidates must be comfortable and proficient in phone communication.
Key Responsibilities:
Respond to a high volume of incoming phone calls and emails daily, routing inquiries to the appropriate specialists.
Assist clients with general account troubleshooting, including balance inquiries, account changes, and online access.
Process client cash transfer requests accurately and efficiently, providing timely updates on funding status.
Maintain detailed and accurate records of client interactions and transactions in Salesforce.
Proactively follow up with clients to ensure resolution of their issues and provide exceptional service.
Process and review documents to ensure accuracy and completeness.
Participate in regular training sessions, 1:1, and company-wide meetings to expand knowledge and collaborate with colleagues across departments.
Contribute to impactful projects that directly support company growth.
Perform other assigned tasks as needed.
Qualifications:
Minimum of two years of experience in a fast-paced customer service or office environment.
Proficiency in Salesforce or other CRM systems.
Excellent verbal and written communication skills.
Ability to prioritize tasks and manage multiple projects simultaneously.
Strong attention to detail and organizational skills.
Passionate about helping others and providing exceptional customer service.
Friendly and approachable demeanor with the ability to build rapport with diverse clients.
Commitment to continuous improvement and professional development.
Benefits:
Company health, dental, and vision insurance.
Two weeks paid time off during the first year, with increases after twelve months, plus paid holidays.
Pre-tax commuter benefits for the CTA and Metra.
Company Retirement Plan
Snacks and drinks in the staff breakroom.
Regular company-sponsored outings and lunches
