Client Service Representative – Flexible Options

• Candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database.
• Candidate should be experienced working in a high-pressure, high-volume environment where accuracy is paramount.
• Highly adaptable professional with the ability to thrive in diverse environments and engage respectfully with people of varied backgrounds and perspectives.
• Responsible for creation of financial documents and approval process using Adobe suite of software products.
• Familiarity with Agile methodologies, including regular application testing throughout the development lifecycle.
• Ability and availability to perform regular application testing within an Agile development framework.
• Candidate must be computer savvy and capable of learning new software applications with relative ease.
• Have Client service experience. Candidate will communicate directly with clients as well as internal departments.
• Be comfortable working within a team while owning their own work.
• Must maintain a high level of productivity, quality, and customer-service standards while adhering to strict deadlines.
• Candidate must utilize great time management skills to handle extremely high seasonal volumes.

• Strong client services background.
• Excellent written and verbal communication and listening skills.
• Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.
• Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access.

Demonstrates strong client service skills and the ability to manage multiple tasks effectively in a high-pressure environment. Proficient in creating financial documents and utilizing software tools to ensure accuracy and productivity.

• Client Service Experience
• Proficiency In Microsoft Excel
• Excellent Written And Verbal Communication
• Agile Methodologies Familiarity
• Time Management Skills

• Data Entry
• Application Testing
• Financial Document Creation
• Microsoft Word
• Microsoft Outlook
• Microsoft Access

• Adaptability
• Team Collaboration
• Respectful Engagement
• Listening Skills

• High-Pressure Environment
• High-Volume Environment
• Customer-Service Standards
• Strict Deadlines

• Adobe Suite