As a client service specialist within your team, you will develop client relationships, address servicing needs, and educate clients on expense reporting products. You will manage accounts, assist with reports, and coach clients on best practices. Strong communication and problem-solving skills, along with the ability to work independently, are essential. Success in this role requires adaptability, prioritization, and maintaining high standards in a fast-paced environment.
Job Responsibilities:
- Balance focus on business results with offering options and finding solutions to help customers.
- Communicate comfortably with customers in a metrics-driven environment.
- Navigate multiple technologies while staying engaged with customers.
- Demonstrate resiliency and extreme adaptability in a fast-paced environment.
- Focus strongly on customer needs and engage in detailed conversations.
- Take ownership of each customer interaction, treating customers with respect and responding with empathy.
- Document customer account activities thoroughly and concisely.
- Demonstrate personal excellence, including punctuality, integrity, and accountability.
- Approach problems logically and with good judgment to ensure appropriate customer outcomes.
- Make appropriate decisions on behalf of customers quickly and effectively.
- Prioritize work effectively to ensure efficiency and abide by all applicable regulatory and department practices and procedures.
Required Qualifications, Skills and Capabilities:
- You must hold at least a bachelor's degree or above
- You must have at least 1 year of experience
- Be willing to work in an environment that requires 100% phone-based customer interaction.
- Have a minimum of one year of customer interaction or customer support experience, either by phone or face-to-face.
- Demonstrate proficiency with basic computer functions, including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment.