Family First Firm is committed to delivering exceptional customer service and building long-lasting relationships with our clients. we are seeking a dedicated and enthusiastic Client Services Specialist to join our team and support our commitment to excellence in client satisfaction.

We're seeking a dedicated and dynamic Client Services Specialist to join our team. This role is not for the faint-hearted—it's extremely fast-paced and demanding, requiring someone who thrives under pressure. The successful candidate will excel in providing exceptional client service while also playing a crucial role in supporting internal departmental needs. You'll be connecting with all departments across the firm, so being a quick learner is essential. While fluency in Spanish is not required, it is strongly preferred. If you're ready for a challenging yet rewarding role, we want to hear from you.

Responsibilities

Manage high-volume phone calls professionally and courteously, serving as the first point of contact for clients.
Welcome and assist clients as they arrive, ensuring a positive experience from start to finish.
Answer client inquiries and provide accurate information regarding our services, products, and procedures.
Assist clients with payment processing and ensure all transactions are handled securely and efficiently.
Maintain accurate records of client interactions and transactions in the CRM system.
Coordinate with other team members to ensure timely resolution of client issues and concerns.
Assist in uploading new client paperwork into the CRM system and ensure all information is complete and accurate.
Collaborate with internal departments to address client needs effectively, serving as a liaison between clients and various teams.
Provide support to internal departments as needed, including administrative tasks, data entry, and document preparation.
Contribute to the continuous improvement of client service processes and procedures by providing insights and feedback based on client interactions.

Qualifications

Fluency in Spanish is not required but preferred.

Previous experience in a client service role is a must, ideally in a fast-paced environment.
Excellent communication and interpersonal skills.
Strong organizational skills and attention to detail.
Ability to multitask and prioritize tasks effectively.
Proficiency in using CRM systems and other relevant software.
Ability to work independently as well as part of a team.
Flexibility to support internal departments and collaborate across teams.

Benefits:

Generous PTO: Enjoy 120 paid time-off hours annually, promoting work-life balance and well-being.
Free Estate Planning Services: Access complimentary estate planning services, showcasing our commitment to employee financial security.
Team Building: Quarterly off-site enrichment days to learn and build connections with the team while furthering development.
401k with Matching: After 90 days of employment, participate in our 401k program with employer matching, securing your financial future.
Medical Insurance: Benefit from employer-sponsored medical insurance, ensuring your health and well-being are taken care of.
Supplement Insurance (Vision, Dental, Short-term Disability, etc.): Additional employee-paid insurance coverages that complement medical insurance for the overall well-being of the employee.
Ongoing Training and Career Development Opportunities: Programs and resources offered to employees to enhance their skills, knowledge, and career growth within the company.
Parental Leave: Paid time off designated for new fathers and mothers to care for and bond with a newborn or adopted child.

Family First Firm

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