Customer Service Professional

Overview

We’re a Cuyahoga Falls-based agency helping businesses of all sizes grow through performance-driven strategies and creative storytelling. From paid media to content, branding, and web. We bring together data and design to deliver measurable results.

Our team is made up of thinkers, doers, and lifelong learners. We’re obsessed with new ideas, fueled by collaboration, and grounded in one simple goal: helping your brand win.

This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly. If you have a passion for helping people using a high-touch, personal approach, you may be ideal for this position. The ideal candidate would show great initiative, be highly organized, have excellent people skills, a positive attitude, attention to detail, and a client-first growth-style mindset.

You can work independently but you must be a good team member as well. We are a fast-paced business where work and client needs are wide-ranging and flexible as we hope you are.

• Company parties
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Signing bonus
• Training & development

• Field incoming calls, emails, and correspondence
• Implement and lead daily accountability check-ins with local staff
• Manage all dynamics in the office including employee & client collaboration
• Proactively prepare for, schedule, and confirm quarterly reports
• Post-appointment follow-up
• Working knowledge of electronic tracking systems
• Establish/service new households and accounts including managing asset transfers, contributions, and distributions
• Maintain an up-to-date CRM database (contact info, actions, service records, etc)
• Run and review new/existing household and account business reports
• Evaluate, process, and work through account service requests to completion
• Assist leadership with various projects
• Represent and enhance the company Mission and Core Values