Client Service Consultant

Overview

This position is responsible for providing individual accountability for supporting a range of clients via phone or in person, adhering to business, procedural, and compliance guidelines.

Responsibilities

• Service clients and intermediaries via the phone and in person. • Meet daily production targets while upholding quality and service standards. • Respect business, procedure, and legal guidelines. • Cultivate and preserve connections with intermediates, sales advisors, and other departments. • Handle client relations over the phone or in person. • Verify the quality of one's own work and follow service and quality guidelines. • Effectively collaborate with others to accomplish business objectives. • Clients should be informed about procedures and requirements. They should also be asked for feedback or questions about other areas. • Handle routine office tasks include following up with clients, returning calls, and making policy adjustments. • Handles and responds to consumer concerns and questions.

Requirements

• Bachelor's degree in a relevant field such as business, marketing, or communications. • Strong communication skills, both written and verbal. • Excellent problem-solving abilities and the ability to think critically. • Knowledge of customer service principles and practices. • Experience in client management or customer relationship management. • Proficiency in using customer service software and tools. • Ability to handle multiple clients and prioritize tasks effectively. • Strong interpersonal skills and the ability to build relationships with clients. • Detail-oriented and highly organized. • Continuous learning mindset to stay updated with industry trends and best practices.