Client Services Representative – Level 1

January 28, 2026
Application ends: April 28, 2026

Job Description

JOB DETAILS


REQUIREMENTS

● Strong customer service experience

● Comprehensive PC skills (i.e., Google Suite, Microsoft Word and Excel products)

● Data entry skills (databases, online systems)

● Strong communication (both written and verbal), professionalism and interpersonal

skills

● High attention to detail and efficient organization skills

● Ability to multitask, prioritize, take initiative, and manage time effectively

● Proven customer support experience or experience as a client service representative

● Associate’s Degree preferred, or equivalent combination of education and experience

RESPONSIBILITIES

● Responsible for overall customer satisfaction and ownership of client deliverables

● Handle all client requests in a responsive, comprehensive, and customer-focused way

● Responsible for daily communication and follow-up with clients via phone and email

● Attend client meetings (video and/or phone) as needed

● Data entry and documentation in company CRM, Microsoft Office, and Google Suite

● Coordinate with the Sales department and Field Consultants for new client onboarding and lead generations

● Liaison between the client and internal teams, resolving emerging problems efficiently and professionally

● Other duties as assigned

Are you interested in this position?


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