Client Service Associate managing custodian interactions and paperwork processing in financial services. Involves scheduling meetings, preparing reports, and maintaining CRM with client communications.
About the role
- Manage follow up maintenance transactions for fleet services with excellent customer support and communication skills. Collaborate with internal teams to ensure positive customer experiences.
Responsibilities
- Managing the follow up maintenance transactions lifecycle from origination until the customer unit is in control/custody of the repair technician.
- Timely and accurate documentation and notation in all FSCA systems regarding each customer contact.
- Providing excellent customer service for all internal and external customer calls.
- Be professional and establish positive customer rapport.
- Obtain customers approval for all repairs and services to be performed.
- Proactively contact customers to schedule preventative maintenance at regular intervals, driving repeat business.
- Partner and communicate consistently with Field Operations to schedule the right technicians to accounts, resulting in a positive customer experience.
- Encourage customers to schedule repairs and maintenance in advance, creating a consistent pipeline of work for each supported technician.
- Continuously develop and improve company capabilities in Dispatching and Service Scheduling.
- Additional duties and special projects as assigned.
Requirements
- High School Diploma/GED and 3 years’ experience in a related field.
- The right candidate could also have a different combination, such as any level degree/certification beyond a HS diploma/GED in a related discipline and up to 1 year of experience; or 5 years’ experience in a related field.
- Excellent verbal and written communication skills.
- Ability to effectively communicate at all levels of the organization.
- Proven track record to collaborate cross-functionally, build positive relationships and become a trusted partner to relevant cross functional partners.
- Excellent organizational skills and the ability to balance a variety of tasks.
- Strong Excel and data entry skills, and the ability to learn new platforms (such as FSCA IT Systems, including Web Wrench, MobileFrame, RO Writer).
- Common knowledge of the trucking industry; experience with fleet maintenance or other transportation experience in automotive/trucking would be very helpful.
- Ability to work independently and collaboratively within a team environment.
- Excellent problem-solving skills.
- Highly organized with exceptional follow-through abilities.
- To be employed in this role, you’ll need to clear a pre-employment drug test.
Benefits
- Employees are eligible to receive a minimum of 6.67 hours of paid time off every month and seven paid holidays throughout the calendar year.
- Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
- Health care insurance (medical, dental, vision)
- Retirement planning (401(k))
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