Client Service Representative

hace 4 días


San José, San José, Costa Rica Business Financial Group A tiempo completo

**Job Overview**

 

We are seeking a detail-oriented Client Service Associate to join our virtual team. This role is crucial in ensuring seamless communication, providing top-tier client support, and maintaining an efficient operational workflow.

 

The ideal candidate will dedicate four hours daily to client support and four hours to sales support. Key responsibilities include:

  • Overseeing new client onboarding and conducting training sessions for the client portal
  • Managing incoming client requests via email, phone, fax, and text
  • Processing and organizing client documents, including sorting, merging, duplicating, and saving files using PDF software
  • Tracking and managing projects and tasks, prioritizing them based on due dates and urgency
  • Making collection calls to clients when necessary
  • Acting as a liaison between the Accounting Team and clients to obtain missing documents and information, including making follow-up calls
  • Drafting and sending client communications as needed
  • Handling inbound phone calls, directing them to the appropriate department or personnel
  • Providing online chat support for sales and production inquiries

 

**Key Qualifications**

  • Bachelor's degree in a business-related field
  • Minimum of two years of experience in client service
  • Proven experience in project, task, and ticket management

 

**Benefits**

  • Competitive salary based on industry standards and experience
  • Paid vacation, holidays, sick, and personal days (available after 180 days of employment)
  • Career Growth Opportunities with continuous training and development in client relationship management, sales, and leadership

 

 



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