Client Services Representative

Company DescriptionDean Licata & Associates is a professional organization dedicated to delivering exceptional services and solutions to meet our clients' unique needs. Rooted in integrity, we focus on fostering trust and building long-term relationships with our partners. Located in Pittsford, NY, we are committed to excellence and personalized attention that drive client satisfaction and success. Join our team to contribute to a supportive and dynamic work environment where your professional growth is valued.Role DescriptionThis is initially a part-time, 20 hour per week, on-site role located in Pittsford, NY, for a Client Services Representative. The individual in this position will process new account applications and account updates, maintain CRM database records, handle client inquiries, resolve issues promptly, and ensure high levels of customer satisfaction. Responsibilities include maintaining effective communication with clients, supporting finance-related queries, and collaborating with internal staff to deliver exceptional service experiences. The role requires a proactive and professional approach to managing relationships with clients.QualificationsProficiency in Client Services and Customer Service to provide excellent support and address client needs effectively.Strong Communication and Customer Satisfaction skills to manage relationships and ensure a positive client experience.Basic knowledge of Finance to assist clients with related inquiries and ensure accurate account management.Strong interpersonal skills and a problem-solving mindset to handle complex situations with professionalism.Familiarity with CRM tools and software.Prior experience in a client-facing role is preferred.Ability to work collaboratively in a team-oriented environment.Associates degree or higher; additional certifications in customer service or finance are beneficial.