Client Success Specialist
Description:
Job Description
Position Overview:
A Client Success Specialist will help clients with everyday and elevated requests while providing an unparalleled level of service. This person will be able to communicate clearly and in a friendly manner that builds relationships. Passions for helping and connecting are key characteristics we are seeking. This position requires attention to detail, but someone who can also move quickly and follow through to the end.
Key Responsibilities:
Assist Clients via phone and email
Initiate contact with Clients via phone
Communicate Wakefield process to Clients
Daily and weekly communication with key clients to convey requests on accounts
Update responses back from clients
Repair relationships in response to complaints
Establish relationships with smaller clients
Understand client reporting
Liaison between Client and Wakefield
Follow through to fix issues related to Clients
Handle exceptions on new submission files
Confirm ACH forms with Clients
Job Requirements:
Ability to excel in a fast-paced collaborative environment
Excellent interpersonal, organizational, and communication skills
Friendly and professional phone presence
Skilled written correspondence proficiency
Strong analytical ability
Attention to detail
Flexible and adept at multi-tasking in a deadline-sensitive environment
Ability to be on the phone or responding to emails through the full work day
Highly motivated for success
Strong computer skills, particularly Microsoft Excel, Word, and Outlook
Strong follow through
Key Qualifications:
6 months of Customer Service Experience
Experience hosting meetings preferred
High School Diploma
College degree preferred
Benefits
Major Medical Insurance
Flexible Spending Account
Dental Insurance
Vision Insurance
Life Insurance
Long Term & Short Term disability 100% paid by employer after 1 year
Voluntary Term Life
401(k) Savings Plan
Mutual of Omaha supplemental insurance
Paid Holidays
Paid Time Off
Job Posted by ApplicantPro