CLIENT SERVICE SPECIALIST (CSS)
Full Time, Monday – Friday at our office in Coeur d’Alene
Initial Training Period Schedule: 9am to 6pm
Shifts Available After Training: 40 hours workweek with 4/10 hour days or 5/8 hour days Monday to Friday
Compensation: $20/hour plus annual bonuses
Benefits include:
Comprehensive employer-paid benefits.
Immediate vesting in our 401(k) plan with a 4% employer match eligible after 6 months of full-time employment.
3 weeks of annual PTO to start, with an additional week after 1 year of full-time employment.
Casual and friendly work environment.
Group fitness and yoga classes offered, up to 5 classes per week, based on work schedule/phone coverage.
Monthly community volunteer opportunities.
Position Summary:
The Client Service Specialist (CSS) plays a crucial role in ensuring exceptional experiences for both the professional team and clients while maintaining efficient internal workflows. They oversee various daily operations such as handling inbound sales calls, online chats, client intake document processing, and mail processing. Working independently, they manage multiple communication channels and administrative tasks effectively. The CSS collaborates across teams, sharing knowledge and supporting a culture of continuous learning by mentoring team members. Regular participation in team meetings and activities fosters a sense of unity and shared purpose within the organization.
Essential duties and responsibilities include:
Building rapport with clients and directing calls professionally.
Handling sales inquiries through various channels.
Providing personalized client attention and assigning cases.
Coordinating client intake documents accurately.
Contacting sales leads and setting appointments for sales consultants.
Developing expertise in company products and providing phone support.
Welcoming visitors with a friendly demeanor.
Qualifications for the position include:
Typing speed of 50+ words per minute, required.
Proficiency in handling high-volume inbound and outbound calls and chats with exceptional client service, required.
Advanced Microsoft Windows and MS Office skills (Word, Excel, PowerPoint, Access, & Outlook).
Proficiency in office machinery (printers, scanners, fax machines, copiers), required.
Strong problem-solving and analytical abilities, required.
Excellent written and verbal communication skills for interactions with clients, colleagues, and service providers, required.
Ability to thrive in a fast-paced, collaborative team environment with a positive attitude, required.
Effective time management skills to handle multiple timelines and tasks efficiently, required.
AA degree or higher in Accounting, Business, or Finance, preferred.
Why Choose Us as Your Next Work Community?
People are our #1 asset: We prioritize our team members' well-being and growth.
Meaningful work: You'll have the opportunity to assist clients in resolving financial crises, bringing peace and order to their lives.
Career advancement: Settle into your role as a Client Service Specialist and explore career opportunities in other teams.
We offer comprehensive training, education, and tools to support your professional development and ensure a progressive, successful, and rewarding career.
HIRING PROCESS: Submit Resume and Cover letter to [email protected].
Please note that only qualified candidates will be contacted for a phone interview, and pre-employment screening requirements, including online assessments, will apply. Shortlisted candidates will proceed to in-person interviews, with contingencies such as criminal background checks and reference checks.
Don't miss out on this opportunity to join a caring and supportive workplace – apply now!