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Client Services Associate/Customer Service

  • Source: Indeed
  • Lions Financial Services
  • $36,000 to $72,000 /yr
  • Hybrid
  • Houston
  • Full-Time
  • Mid level

Job Description

Job Summary

We are seeking a dynamic and dedicated Client Services Associate to join our team and deliver exceptional customer experiences. In this role, you will serve as the primary point of contact for clients, managing their accounts with enthusiasm and professionalism. Your proactive approach will ensure client satisfaction, foster strong relationships, and support our sales and service objectives. This position offers an exciting opportunity to work in a fast-paced environment where your communication skills and problem-solving abilities will make a tangible impact on client success.

Responsibilities

  • Act as the main liaison for clients, providing timely and accurate responses to inquiries via phone, email, and internal communication channels
  • Manage client accounts using CRM systems such as Salesforce Cloud to track interactions, updates, and service requests
  • Coordinate with cross-functional teams including sales, marketing, and technical support to ensure seamless service delivery and project management
  • Process orders efficiently using order processing tools while maintaining high accuracy standards
  • Support sales efforts by identifying client needs, upselling relevant services, and contributing to account growth strategies
  • Analyze customer data to inform decision-making, improve service processes, and enhance client relationships
  • Maintain detailed documentation of client interactions, issues, resolutions, and follow-up actions in CRM systems

Skills

  • Strong project management skills with the ability to prioritize tasks effectively in a fast-paced environment
  • Proficiency in Salesforce CRM and familiarity with Salesforce Cloud features for customer relationship management
  • Experience working with SaaS (Software as a Service) platforms and understanding their integration into client solutions
  • Excellent sales skills with the ability to identify opportunities for account expansion and build lasting relationships
  • Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and communication purposes
  • Demonstrated ability to collaborate cross-functionally across teams to achieve shared goals
  • Exceptional customer service problem-solving skills with a focus on delivering positive outcomes for clients
  • Effective internal communication skills to coordinate efforts within teams and ensure client needs are met promptly
  • Strong analysis skills to interpret data trends and support data-driven decision making in client management

Join us in delivering outstanding client service that drives success! Your enthusiasm, expertise, and commitment will help shape memorable experiences for our clients while advancing your career in a vibrant team environment.

Pay: $3,000.00 - $6,000.00 per month

Benefits:

  • Flexible schedule
  • Paid training
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Work from home

Work Location: Hybrid remote in Houston, TX 77042

Skills

  • Salesforce
  • salesforce-crm
  • microsoft-excel
  • microsoft-powerpoint

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