Client Services Representative

CMC Consultants, Inc.; Chicago (IL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Pretax commuter benefits

Job summary

A financial services club is seeking a dedicated professional to provide exceptional concierge services and build lasting client relationships. Responsibilities include managing client interactions in Salesforce, troubleshooting accounts, and participating in training sessions. Ideal candidates are college graduates with experience in financial services or hospitality and a passion for client service. Comprehensive benefits are offered.

Qualifications

• College graduate, ideally with financial services or hospitality internships.
• Ability to excel in a team-oriented financial service environment.
• Proficient in Salesforce or other CRM systems.
• Passionate about providing exceptional client service.
• Excellent organization and detailed skills.

Responsibilities

• Participate in training sessions and meetings to enhance knowledge.
• Maintain accurate records of client interactions in Salesforce.
• Assist clients with account troubleshooting and inquiries.
• High volume of interesting and informative calls along with daily emails

Skills

Client service skills

Salesforce proficiency

Organizational skills

Record keeping

Education

College degree with financial services/hospitality

Tools

Salesforce

Job description

Our client is a financial services club that is seeking top talent to deliver outstanding concierge services and build lasting client relationships.

Responsibilities

• Participate in regular training sessions and companywide meetings to expand knowledge and collaborate with colleagues across departments
• Maintain detailed and accurate records of client interactions and transactions in Salesforce
• Assist clients with general account troubleshooting including balance inquiries, account changes and online access
• High volume of interesting and informative calls along with daily emails

Qualifications

• College grad with financial services/ hospitality or related internships
• Ability to learn and grow in a team financial service environment
• Proficiency in Salesforce or other CRM systems
• Passionate about providing exceptional client service
• Excellent organization and detailed skills

Our client provides comprehensive health, dental and vision benefits plus pretax commuter benefits for CTA and Metra and more top benefits.

Come join our club that offers over the top service to clients. Send resume along with cover letter to [e-mail]