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Client Services Associate / Administrative Assistant

Client Services Associate / Administrative Assistant

VIP StaffingSan Antonio, Texas, United States
10 days ago
Job type
  • Full-time
  • Quick Apply
Job description

General Office Management Responsibilities :

  • Answer phones and direct calls.
  • Greet clients and manage check-ins for task needs.
  • Maintain client files.
  • Organize documents.
  • Process daily mail.
  • Generate new client labels.
  • Maintain the front-end area and file room.
  • Schedule appointments.

Document Maintenance and Check-in Protocols :

  • Check in clients as documents are received.
  • Mark documents and update CRM workflows accordingly and retrieve corresponding files.
  • Manage CRM Reports.
  • Processing of Reviewed Returns :

  • Bind and / or upload reviewed returns.
  • Confirm task completion by the reviewer.
  • Confirm that an invoice is included.
  • Share with the client via the portal or by binding and contacting them.
  • Client Communication and Task Management

  • Create and / or edit client request templates.
  • Track task due dates.
  • Proactively contact clients for missing / incomplete information per CRM.
  • Learning and Development :

  • Engage in continuous learning.
  • Review CRM videos.
  • Ask questions.
  • Be proactive.
  • Create a job alert for this search

    Assistant Client Service • San Antonio, Texas, United States

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