Premier Client Services Representative

Key Responsibilities

• Managing a list of clients ensuring consistent and pro-active communication.
• Build on-going relationships with selected cliental professionals, providing superior, consistent customer service, account management and customer support.
• Work in a fast paced, team-oriented environment to achieve business goals.
• Accomplish targeted performance objectives with a positive and can-do attitude.
• Support, educate and train cliental with new product offerings.
• Develop a trusted advisor relationship and build a service plan to achieve client expectations.
• Maintain customer needs and maintain a loyalty relationship by acting as a liaison between billing, customer service, technical support, and any other internal needs to resolve issues timely and effectively.
• Stay engaged with customers to deepen and widen relationships and recognize new opportunities through regular proactive communication.
• Alert management of unusual, at risk situations or escalations.
• Receive, manage and delegate service tickets to ensure SLA levels are met.
• Provide reports, data & information for team & individual department metrics.

Experience & Education

• 3 - 5 years in a business office environment.
• Associate or Bachelor’s Degree strongly preferred.
• Experience in customer service, communication or sales role.
• Able to work effectively and efficiently with professionals who have varying degrees of product and technical proficiency.
• Proficient to advanced Microsoft Office and Windows base application skills.
• Prior customer relations experience within a call center and financial services environment.
• Account management experience preferred.
• Extensive knowledge of all relevant programs.
• Comprehensive understanding of company and internal department roles, policies, procedures and functions.
• Strong record of achievement in a culturally diverse organization.
• Demonstrates progression in work experience within a single or multiple organizations.