Client Services Associate

RubiconAtlanta, GA
1d$20 - $22Hybrid

About The Position

We are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer service requests and inquiries via phone, e-mail, and Internet portals. The CSA is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company provided services as well as communicating effectively with team members within the customer operational department.

Requirements

  • High school diploma required. Bachelor’s degree preferred.
  • Two (2)+ years of experience in customer service roles.
  • Experience in entering a high volume of transactions quickly and accurately with great attention to detail.
  • Proficiency with Microsoft Office and Excel.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Exceptional interpersonal skills, with the ability to interface effectively with stakeholders at all levels of the organization.
  • Strong customer service orientation with the ability to handle inquiries and requests efficiently and professionally.
  • A proactive, can-do attitude with a willingness to take ownership of tasks and drive them to completion.
  • Strong problem solving and critical thinking skills.
  • Ability to work effectively and independently with minimal supervision, while also being a team player who thrives in a collaborative environment.
  • Discretion and trustworthiness in handling sensitive information and supporting high-level strategic initiatives.
  • Ability to work evenings, weekends and holidays as required.
  • Travel and/or onsite work will be on an as needed basis.
  • To facilitate working from home, and as a requirement for this role, the employee must provide reliable internet connection with sufficient bandwidth to execute all job functions and technology setup conducive to remote work.
  • A quiet, distraction-free workspace is required for maintaining productivity.

Nice To Haves

  • Bachelor’s degree preferred.

Responsibilities

  • Provide timely and accurate information to inbound customer service requests.
  • Respond promptly and professionally to incoming phone calls, E-mails, and other web-based systems.
  • Process customer service requests according to established department policies and procedures.
  • Provide timely feedback to the company regarding service failures or customer concerns.
  • Schedule services with service partners; Enter and update service requests and orders into designated internal work order system and/or portals.
  • Follow up throughout the life of existing tickets and keep the customers informed about ticket status.
  • Determine problems that demand immediate promotion to direct supervisor.
  • Support strategic ongoing initiatives communicated by the direct supervisor.
  • Respond proactively to customer inquiries and concerns.
  • Resolve invoice questions and investigate payment issues with vendors; assist manager with preparing the customer bills each month.
  • Verify data points and update the system as needed.
  • Project management as needed, including sustainability reporting, optimizing services, finding cost savings, weekly status updates, communicating policy updates that are relevant to customers, etc.
  • Performs other duties as assigned or apparent.
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