Client Service Representative – Flexible Options

Jobtailor; Edgewood (NY); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Jobtailor is seeking a detail-oriented professional for our Client Facing team in New York to manage internal and external client forms, enter data into a tracking database, and ensure accuracy under high-volume deadlines.

The role requires excellent written and verbal communication, proficiency with Microsoft Office, and comfort working in a fast-paced, deadline-driven environment with Agile-style testing.

Qualifications

• Strong client services background.
• Excellent written and verbal communication and listening skills.
• Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.
• Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access.

Responsibilities

• Manage internal and external client forms and data entry into tracking database.
• Work in a high-pressure, high-volume environment with accuracy.
• Engage with clients and internal teams while owning your own work.
• Participate in Agile testing throughout the development lifecycle.

Skills

Client Service

Communication

Time Management

Learning Agility

Microsoft Office

Tools

Microsoft Excel

Microsoft Word

Outlook

Access

Adobe Suite

Job description

• Candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database.


• Candidate should be experienced working in a high-pressure, high-volume environment where accuracy is paramount.


• Highly adaptable professional with the ability to thrive in diverse environments and engage respectfully with people of varied backgrounds and perspectives.


• Responsible for creation of financial documents and approval process using Adobe suite of software products.


• Familiarity with Agile methodologies, including regular application testing throughout the development lifecycle.


• Ability and availability to perform regular application testing within an Agile development framework.


• Candidate must be computer savvy and capable of learning new software applications with relative ease.


• Have Client service experience. Candidate will communicate directly with clients as well as internal departments.


• Be comfortable working within a team while owning their own work.


• Must maintain a high level of productivity, quality, and customer-service standards while adhering to strict deadlines.


• Candidate must utilize great time management skills to handle extremely high seasonal volumes.

Requirements

• Strong client services background.


• Excellent written and verbal communication and listening skills.


• Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.


• Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access.

Core Competencies

Demonstrates strong client service skills and the ability to manage multiple tasks effectively in a high-pressure environment. Proficient in creating financial documents and utilizing software tools to ensure accuracy and productivity.

Highest-signal resume keywords

• Client Service Experience


• Proficiency In Microsoft Excel


• Excellent Written And Verbal Communication


• Agile Methodologies Familiarity


• Time Management Skills

ATS Optimization Keywords

Hard Skills

• Data Entry


• Application Testing


• Financial Document Creation


• Microsoft Word


• Microsoft Outlook


• Microsoft Access

Soft Skills

• Adaptability


• Team Collaboration


• Respectful Engagement


• Listening Skills

Industry Keywords

• High-Pressure Environment


• High-Volume Environment


• Customer-Service Standards


• Strict Deadlines

Tools & Technologies

• Adobe Suite