Customer Service Representative

Velocity Flex; Santa Ana (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Velocity Flex in Santa Ana, CA is seeking a dedicated Client Service Specialist/Account Manager who can analyze client requirements and provide tailored financial services solutions.

You will be the primary liaison between clients and internal teams, manage accounts, address concerns, and help foster long-term relationships through proactive support.

Ideal candidates have experience in customer service or account management and are proficient with Microsoft Outlook.

Qualifications

• Experience in customer service or account management.
• Excellent communication skills, both verbal and written.
• Proficiency in Microsoft Outlook.

Responsibilities

• Serve as the primary liaison between clients and our internal teams, ensuring effective communication and resolution of inquiries.
• Manage client accounts by providing ongoing support, addressing concerns, and facilitating account updates.

Skills

Customer service

Account management

Communication skills

Microsoft Outlook

Tools

Microsoft Outlook

Job description

We are seeking a dedicated and detail-oriented Client Service Specialist/Account Manager to join our dynamic team. The ideal candidate will possess strong communication skills and a background in financial services or account management, with the ability to analyze client requirements and provide tailored solutions. This position is crucial for maintaining customer satisfaction and fostering long-term relationships.

Responsibilities

• Serve as the primary liaison between clients and our internal teams, ensuring effective communication and resolution of inquiries.
• Manage client accounts by providing ongoing support, addressing concerns, and facilitating account updates.

Requirements

• Proven experience in customer service or account management
• Excellent communication skills, both verbal and written, with a focus on building rapport with clients.
• Proficiency in Microsoft Outlook.