Client Service Advisor

Job Summary:

The Quality of our service depends highly on having skillful, talented, and truly caring staff to provide exemplary customer service to our clientele. Measuring and addressing performance, determining the process to accomplish objectives within area of responsibility, facilitating meetings and communicating in the upmost professional manner with all levels.

Responsibilities:

· Managing client communications is the chief responsibility of a Client Service Advisor. Interact directly with potential, new, and existing clients. Working to provide quality customer service, while increasing the company’s revenues through increased sales.

A Customer Service Advisor performs many of the following tasks:

• Handling inquiries
• Answering incoming calls
• Offering customers product and service solutions
• Performing administrative functions
• Updating client accounts
• Processing customer correspondence

Daily Responsibilities:

1. Answers incoming customer calls regarding billing issues, product problems, service questions and general client concerns

2. Responsible for maintaining a high level of professionalism with clients and working to establish a positive rapport with every caller.

3. Update customer information in the customer service database during and after each call.

4. Work with the management team to stay updated on product knowledge and be informed of any changes in company processes.

5. Impact the company’s bottom line by providing exceptional customer service.

To do this Kind of work, you must be able to:

1. Basic computer knowledge

2. Familiar with productivity software such as Microsoft Office or Google suites, Internet, and email proficiency.

3. Communicate and conduct in a professional manner.

4. Multi-task in a fast-paced office environment.

5. Willing to cross-train in the field to understand the overall services provided.

6. Identify service needed and accurate pricing structure.

7. Accept responsibility for the accuracy of the work as produced.

8. Excel in time-sensitive situations and deliver results under tight deadlines.

Expectations, you must achieve in this position include:

1. Dependable and timely attendance record.

2. Maintain CRM notes current on “all” assigned projects (CR’s), to include timely uploading of the following:

- First call notes and follow up notes.

- Floor plan (blank and completed)

- Service Estimate

- Furniture List

- Client Signed Liability Form

- Unit pictures (before/after)

3. Ability to cope with varied and fast paced activities.

4. Ability to build relationships with clients, vendors, and coworkers.

5. Willing to accept change, new procedures & constructive comments.

6. Compliance with WellRive & Client Guidelines & procedures.

7. Exhibit and practice the highest level of Customer Service Skills.

8. Ability to coordinate multiple tasks and meet job and service time schedules.

9. Demonstration of consistent professionalism in the execution of daily assignments.

Physical Demands:

1. Lifting 5lbs. maximum

2. Requires walking or standing or sitting to a significant degree.

3. Includes: Reaching. Handling. Feeling. Talking. Hearing. Seeing.

Math Skills:

Requires mathematical development sufficient to be able to apply basic arithmetic.

Requires mathematical ability to occasionally complete WellRive phone estimates.

Language Skills:

Must have developed language skills to the point to be able to:

- Read and understand instructions, safety rules & guidelines.

- Speak with poise, voice control and confidence using correct English and well-modulated voice.

Relationships to Data, People and Things:

Data:Comparing: In the performance of your job, you must be able to understand and identify the established standards related to your job performance. You must be able to evaluate whether established processes are being met, and, if not, the proper corrective action necessary.

People:Taking Instructions / Helping: In the performance of your job, you must be able to recognize and take direction to assist coworkers in the execution of daily operation needs. This activity may include assisting with duties outside of your daily routine.

Things: Maneuver / Operate: In the performance of your job, you will be required to use body parts and tools to move, guide or place objects and materials. You must be able to recognize and select the appropriate tool and method for the task at hand.

Specific Vocational Preparation:

Level of experience, skill and expertise can include a combination of vocational education, apprentice training or on-the-job training, in equal or less responsible jobs, which lead to the higher job.

To do this job requires a minimum of 1 year related experience and/or education as outlined above. Customer service experience is necessary, moving experience helpful but not required.

Job Type: Part-time

Pay: $17.50 - $18.50 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 10 hour shift
• 4 hour shift
• 8 hour shift

Work Location: In person

Salary : $18 - $19