Client Representative (Contract Opportunity)

Role Overview

Our client, a premier financial services firm, is looking to expand their team in Columbus, OH. The Client Representative will handle customer inquiries, manage complaints, and provide product and service information.

What You Will Do

The Client Representative will answer calls, respond to emails, research information, and process orders and applications. They will also identify and escalate priority issues, route calls to appropriate resources, and document call information.

Requirements

• Answers calls and responds to emails
• Handles customer inquiries
• Researches required information
• Manages and resolves customer complaints
• Provides customers with product and service information
• Enters new customer information into system
• Updates existing customer information
• Processes orders, forms and applications
• Identifies and escalates priority issues
• Routes calls to appropriate resource
• Follows up customer calls
• Documents all call information
• Completes call logs
• Produces call reports