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.