Client Service Representative - Charlotte, United States - Santana Leather Care

Description

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As a Client Services Representative, you will be responsible for managing client relationships, providing exceptional customer service, and supporting sales and marketing efforts.

This is an exciting opportunity to work in the financial services industry and contribute to the success of our organization.

• Serve as the main point of contact for clients, addressing their inquiries and providing timely and accurate information
• Build and maintain strong client relationships through regular communication and proactive engagement
• Collaborate with internal teams to ensure client needs are met and issues are resolved in a timely manner
• Assist with sales and marketing activities, including lead generation, market research, and campaign support
• Utilize customer relationship management (CRM) software, such as Salesforce, to track client interactions and manage account information
• Conduct analysis of client data to identify trends, opportunities, and areas for improvement
• Provide product demonstrations and training to clients as needed
• Assist with onboarding new clients and ensuring a smooth transition process Qualifications:
• Bachelor's degree in business or related field preferred
• Previous experience in project management, customer service, or account management roles
• Knowledge of the financial services industry is a plus
• Strong interpersonal skills with the ability to build rapport and establish trust with clients
• Excellent communication skills, both written and verbal
• Proficient in using CRM software (e.g., Salesforce) and Microsoft Office Suite
• Ability to analyze data and generate meaningful insights
• Selfmotivated with the ability to work independently and as part of a team We offer competitive compensation packages including benefits such as health insurance, retirement plans, and professional development opportunities.

If you are looking for a challenging role where you can make a significant impact, we encourage you to apply for this position.