Client Service Specialist (Customer Service)

Rapid Finance • Bethesda, MD

4d • Hybrid

About The Position

At Rapid Finance, our goal is to continue to brand our alternative financing programs as one of the nation's leading products that will help bring increased opportunity to the businesses we serve. We are here to offer business owners working capital options that allow them to grow their businesses. We are seeking to add a Client Service Specialist to provide excellent support and account management to our merchants/partners with daily transactions; client inquiries via phone and email; and problem-solving per company policies.
This position will be located at our home office in Bethesda, Maryland for in-office training five (5) days a week and then move to hybrid mode (minimum three days). A day in the life of our Client Service Team may include:
Providing quality client service to merchants and partners via phone and email by processing transactions accurately and resolving issues to streamline our internal funding process.
Maintain and update client information, fax or email account statements, review account activity, and interact with banks and merchant credit card processors.
Field inbound calls from the main phone line and handle requests or re-routes calls as required; check voice mails and return calls in a timely fashion.
Work closely with the Sales, Processing, Underwriting, and other teams internally to ensure transparency of advances, and work together with partners to find the best solution for our clients.
Accurately educate clients about the service provided as well as additional Rapid Finance products.
Maintain open lines of communication with management on problem areas or escalated issues.
Work closely with our third-party bank on account management for our clients.
Ensure a ‘best in class’ service every time.

Requirements

• Advanced degree beyond high school diploma preferred
• Minimum 2 years as a Client Service Representative with a stable work history in a high call volume environment
• Bilingual in Spanish is desired but not required
• Financial services industry experience desired but not required
• Excellent client service and relationship skills
• Proficient computer operating skills and proven experience with MS Excel and Outlook; the ability to multitask and navigate through multiple screens
• Experience with Salesforce.com is preferred but not required
• You have basic arithmetic skills
• Excellent verbal and written communication. Must speak clearly, use good grammar, with an adequate vocabulary.
• Strong people skills- friendly, listens well, articulate, self-assured, patient, empathetic, tactful, adaptable, coachable, dependable, motivated with a strong work ethic and high degree of integrity.

Nice To Haves

• Advanced degree beyond high school diploma preferred
• Bilingual in Spanish is desired but not required
• Financial services industry experience desired but not required
• Experience with Salesforce.com is preferred but not required

Responsibilities

• Providing quality client service to merchants and partners via phone and email by processing transactions accurately and resolving issues to streamline our internal funding process.
• Maintain and update client information, fax or email account statements, review account activity, and interact with banks and merchant credit card processors.
• Field inbound calls from the main phone line and handle requests or re-routes calls as required; check voice mails and return calls in a timely fashion.
• Work closely with the Sales, Processing, Underwriting, and other teams internally to ensure transparency of advances, and work together with partners to find the best solution for our clients.
• Accurately educate clients about the service provided as well as additional Rapid Finance products.
• Maintain open lines of communication with management on problem areas or escalated issues.
• Work closely with our third-party bank on account management for our clients.
• Ensure a ‘best in class’ service every time.

Benefits

• We offer generous team benefits including a commuting/parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more.
• Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees