Client Service Specialist

Be part of a team that puts people first. As a Client Service Specialist, you will build and strengthen relationships with clients and prospects through written and telephone communication. In this role, you'll support both clients and team members by providing accurate, timely information while enhancing each client's experience. If you bring strong attention to detail, a passion for helping others, and a commitment to integrity, we'll equip you with the tools, training, and supportive environment you need to succeed.

-Answer all phone calls following the CFSB standard and procedures
-Maintain accurate phone logs for all calls
-Attend weekly team huddles
-Actively refer/cross-sell to clients
-Request the business of prospects and log all referrals
-Complete all tasks and trainings before deadlines
-Learn and comply with all CFSB policies, procedures, and standards
-Perform other duties as requested by Team Leader

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