Client Services Representative

Description

We are in search of a Office Management/ Customer Service Leader to join our team in Boca Raton, Florida. In this role, you will be tasked with a variety of responsibilities, including processing maintaining accurate customer records. This position plays a crucial role in monitoring customer accounts and taking the necessary action when required.

Responsibilities

• Efficiently handle customer inquiries and resolve any issues that arise

• Accurately process customer credit applications

• Maintain and update customer credit records in a timely manner

• Monitor customer accounts regularly and take appropriate action when necessary

• Utilize CRM and other computer programs to track customer information

• Handle inbound calls and provide exceptional client service

Requirements

• Bachelor Degree in Business/ related

• 2 + yrs of admin/operations/customer service leadership experience

• Accounting or Tax experience office required

• Proficiency in Accounting Software Systems

• Ability to navigate and utilize various Computer Programs

• Experience with Customer Relationship Management (CRM) systems

• Experience in Answering Inbound Calls

• Office Management experience

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (~~~) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

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