Client Services Representative (Team Lead)

Client Services Representative

The Client Services Representative will assist customers with questions, and concerns, and educate them on the client's products and services. The successful person in this role will encourage a direct and positive relationship with customers.

Job Responsibilities

• Answer a minimum of 30 inquiries via email, phone, or chat in a professional and upbeat manner;
• Resolve client cases for the client services team;
• Educate clients on searches, forms needed for searches, and the adverse action process;
• Assist clients with new user accounts, during the ordering process, and train clients to use the portal;
• Train new clients on the billing process;
• Assist other departments in obtaining information and forms needed from clients to perform searches;
• Perform other duties as assigned.