Client Service Advisor - Operations Assistant

Client Service Adviser Mission: We strive to help Seniors downsize easier by: · Honoring our clients’ lifetime of memories · Recognizing and appreciating that downsizing is very personal · Finding creative, innovative solutions to ease our clients’ transition Purpose for the Position: The Quality of our service depends highly on having skillful, talented, and truly caring staff to provide exemplary customer service to our clientele. Proficient in Outlook, SharePoint and internet navigation; Enter information in a CRM platform; Proficiency with written and oral communication; Strong customer service; Ability to multi-task; Work independently and in a team environment; Be responsible, Quick learner; Excellent phone and people skills. Essential 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 · Sustain professional relationships with clients, family members, project managers, senior living communities, movers, and office personnel. · Perform “other” job-related duties as assigned by management, which achieve the established goals of Moving Forward and the client. Daily Responsibilities: 1. Answers incoming customer calls regarding billing, 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. 6. Interacts with clients and their families in a compassionate manner 7. Operates standard office equipment including computer, printer, and copy machine 8. Notifies the Business Director of necessary equipment repairs, general maintenance needs and requests to order additional supplies 9. Assists with supply deliveries 10. Attend staff meetings 11. Assist in the continuing growth and development of the company 12. Other duties as assigned 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 the following: quote, contract, change orders 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. 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. Job Type: Part-time Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule: 8 hour shift Work Location: In person