Job Description
Description
Our client, a well-established company in San Diego, CA is seeking a personable and detail-oriented Client Services Representative to join their team. This position plays a critical role in delivering outstanding customer service and supporting business operations.
Key Responsibilities:
+ Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in person.
+ Maintain accurate client records and documentation, ensuring confidentiality and compliance.
+ Coordinate client appointments, meetings, and follow-up communications.
+ Resolve client issues or concerns promptly and professionally, escalating complex matters as needed.
+ Support account management and assist with onboarding new clients.
+ Collaborate with internal teams to provide seamless service and resolve any process gaps.
Requirements
+ Previous experience in customer service, client rela...
Our client, a well-established company in San Diego, CA is seeking a personable and detail-oriented Client Services Representative to join their team. This position plays a critical role in delivering outstanding customer service and supporting business operations.
Key Responsibilities:
+ Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in person.
+ Maintain accurate client records and documentation, ensuring confidentiality and compliance.
+ Coordinate client appointments, meetings, and follow-up communications.
+ Resolve client issues or concerns promptly and professionally, escalating complex matters as needed.
+ Support account management and assist with onboarding new clients.
+ Collaborate with internal teams to provide seamless service and resolve any process gaps.
Requirements
+ Previous experience in customer service, client rela...
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