Client Service Representative

Atrium Staffing; Toms River (NJ); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Atrium Care Package

Job summary

Atrium Staffing is partnering with a private financial firm to recruit a Client Service Representative for a temp-to-hire role in a small, collaborative office.

You will respond to client inquiries by phone and email, maintain client data in the CRM, and generate Excel-based reports. Bachelor’s degree required; 1+ year of customer service or admin experience; confidentiality is essential; hours 9:00 AM–5:00 PM, Monday–Friday; salary $20 per hour.

Qualifications

• 1+ years of customer service or administrative support experience.
• Tech-savvy with proficiency in Microsoft Excel.
• Ability to handle sensitive client documentation with confidentiality and professionalism.

Responsibilities

• Answer phone and email inquiries from clients.
• Provide administrative support to the office.
• Update and maintain client information within the CRM system.
• Utilize Microsoft Excel for reporting and data management.

Skills

Customer service

Microsoft Excel

Data confidentiality

Education

Bachelor's degree

Tools

CRM software

Job description

Client Overview:

Our client, a private financial firm, is seeking a Client Service Representative to join their team on a temp-to-hire basis. This is a small, collaborative office working with sensitive client information.

Salary/Hourly Rate:

$20/hr

Position Overview:

The Client Service Representative will respond to client requests via phone and email. The hours are Monday through Friday, 9:00 AM to 5:00 PM.

Responsibilities of the ClientService Representative:

• Answer phone and email inquiries from clients.
• Provide administrative support to the office.
• Update and maintain client information within the CRM system.
• Utilize Microsoft Excel for reporting and data management.

Required Experience/Skills for the ClientService Representative:

• 1+ years of customer service or administrative support experience is required.
• Tech-savvy with proficiency in Microsoft Excel.
• Ability to handle sensitive client documentation with confidentiality and professionalism.

Preferred Experience/Skills for the ClientService Representative:

• Knowledge of insurance or annuity products.

Education Requirements:

• Bachelor's degree is required.

Benefits:

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).