The Client Services Representative will assist customers with questions, and concerns, and educate them on the client’s products and services. The successful person in this role will encourage a direct and positive relationship with customers.
Job Responsibilities
Answer a minimum of 30 inquiries via email, phone, or chat in a professional and upbeat manner;
Resolve client cases for the client services team;
Educate clients on searches, forms needed for searches, and the adverse action process;
Assist clients with new user accounts, during the ordering process, and train clients to use the portal;
Train new clients on the billing process;
Assist other departments in obtaining information and forms needed from clients to perform searches;
Perform other duties as assigned.
Minimum Technical and Work Environment Requirements:
Internet Connection:
Primary Device:
Desktop or laptop equipped with at least:
Backup Device:
A functioning webcam .
A noise-canceling USB headset .
A quiet, dedicated home office space .
Peripherals and Workspace: A smartphone for communication and verification purposes.
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