Customer Service Representative​/Lead Qualifier

Customer Service Representative/Intake Coordinator

Our client, a vibrant financial services company, is seeking a highly organized and detail-oriented Customer Service Representative/Intake Coordinator to join their team.

In this role, you will be responsible for providing administrative support to our client's various departments.

Your duties will include maintaining records, creating reports, managing schedules, and coordinating meetings. All training will be provided. Incredible room for growth for the right candidates!

Responsibilities:

• Answer inbound phone calls
• Respond to inquiries and requests from potential clients and internal team
• Complete initial intake of all information
• Follow company processes and procedures

Qualifications:

• Bachelor's degree in Business Administration or a related field preferred
• 1+ years of experience in customer support/intake roles
• Proficient in Microsoft Office Suite
• Excellent organizational and time-management skills
• Ability to work independently and as part of a team
• Detail-oriented with the ability to multitask and prioritize tasks effectively
• Strong problem-solving and critical thinking skills to provide solutions to our client's challenges

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Vision insurance

We are looking forward to hearing from you!