Customer Service Assistant

SourcePoint - Thrive After 55!•Delaware, OH

10d

About The Position

The Customer Service Assistant works under the supervision of the Customer Service Supervisor and performs customer service operations to create a professional image and positive experience for members, guests, and clients. The role supports customer relations, office administration, registration, payment processing, and organizational operations. The schedule is flexible and may include daytime, evening, and Saturday hours, with hours varying as needed to cover other employees’ shifts. SourcePoint serves Delaware County adults age 55 and older through services including in-home care, Meals on Wheels, a community center, and caregiver support. Team members contribute to its mission of helping the community live well after 55. Responsibilities may evolve and include other duties assigned to support organizational operations. Employment is at will.

Requirements

Ability to handle stressful situations while maintaining a calm demeanor.
Ability to type and perform data entry and transaction processing using assigned software.
Ability to operate office equipment, including a computer, copier, telephone, calculator, fax machine, postage meter, and folding machine.
Ability to perform copying, collating, and office mailing tasks.
Enjoy working with older adults and have patience in assisting them.
Cooperative team player with excellent interpersonal, verbal, and written communication skills.
A valid driver’s license may be required for occasional work.

Nice To Haves

Two years of experience as a Customer Service Assistant, Clerk, Receptionist, or Secretary in an office environment.
Experience with ActiveNet or other registration software, cashiering, transaction processing, and Microsoft Office, including Word and Excel.

Responsibilities

Greet members of the public pleasantly and professionally as the agency’s first point of contact.
Assist guests, members, and clients with registration for programs, memberships, events, products, and services.
Record cash receipts and credit card payments.
Answer telephone calls professionally and route callers and guests to the appropriate staff member.
Maintain mailing lists and databases; perform data entry and clerical duties as assigned.
Assist staff members with administrative tasks as needed.
Assist with special events and run errands as needed, which may require use of a vehicle.
Understand SourcePoint’s services, respond to basic inquiries, and communicate information to the public.
Adapt to changes and new procedures as the organization and customer needs evolve.
Learn applicable software and program offerings to improve performance.
Support other team members and departments in advancing the organization’s mission.
Attend staff meetings and training as required.