Client Services Representative managing relationships for TPA and Non - TPA clients in FinTech. Ensuring smooth transitions for retirement plans while fostering business growth and client retention.
About the role
- Logistics Client Support Guide at Mercury providing consultative guidance and responding to client shipping requests. Working under tight deadlines to solve complex logistics challenges as part of a team.
Responsibilities
- Respond to client shipping requests and inquiries via emails and phone
- Provide clients consultative guidance on which of our services will best meet their needs
- Track shipments throughout transit and proactively notify clients of status and work with carriers to promptly resolve any issues or delays
- Work directly with clients and provide prompt response to service
- Book client shipments with a broad network of Mercury partners
- Review and process domestic and international shipping documents for accuracy and completeness before submission to partners and customs officials
- Use our internal Transportation Management Software
- Update our Mercury CRM to reflect the most up-to-date, accurate, and detailed information on each shipment
- Add vendor and client charges to shipment info to streamline invoicing
- Comply with all company business processes, procedures and work instructions
Requirements
- 4-year degree or 3 years experience in client support, call center or other relevant experience
- Ability to understand current and future needs of our clients
- Experience with the Microsoft Office suite
- A willingness to learn and work in a start-up environment
- Good oral and written communication skills, in person and electronically
- Demonstrated ability to resolve problems quickly and collaboratively
- Strong organizational and follow-through skills
- Exceptional work ethic
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