Client Support Executive assisting small businesses with accounting queries using Xero software. Act as the primary point of contact for clients, ensuring satisfaction and resolution of inquiries.
About the role
- Client Services Associate enhancing new and existing client relationships in mortgage services. Resolving client inquiries and providing product information with a focus on quality service in a fast paced environment.
Responsibilities
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring that key information and documentation remains current
- Answer phones and respond to customer requests
- Identify, research, and resolve customer issues using the computer system
- Manage and maintain order pipeline
- Track and place customer inquiries in the computer system
- Make outbound phone calls as needed to resolve client inquiries and drive pipeline performance
- Provide customers with product and service information
Requirements
- High school diploma or equivalent
- Quality customer service skills
- Basic reading, writing, and arithmetic skills required
- Computer literate with the ability to learn customer service software applications
- Professional verbal and written communication skills and the ability to type 30 wpm
- Ability to maintain a positive and professional business relationship with clients and internal staff
- Proficient in Microsoft Suite, including Office, Teams, and Excel
Benefits
- Health insurance
- Vision insurance
- Dental insurance
- Life insurance
- 401(k) plans
- Employee Stock Purchase Plan
- Paid vacation
- Paid sick time
Job title
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