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Client Services Representative

Remote:

Full Remote

Contract:

Full time

Experience:

Junior (1-2 years)

Work from:

Philippines

Offer summary

Qualifications:

Proven experience in client services, Strong communication skills, written and verbal, Excellent organizational skills, Ability to manage multiple tasks, Familiarity with SSDI or financial/legal sectors.

Key responsabilities:

Conduct intake calls for SSDI cases
Schedule appointments and follow-ups
Relay messages while maintaining confidentiality
Communicate professionally and empathetically

Staff Outsource Solutions Scaleup https://staffoutsourcesolutions.com/

51 - 200 Employees

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Job description

This is a remote position.

Position Summary: Our client is seeking a dedicated and professional Client Services Representative to join their dynamic team. This role will be pivotal in managing client communications, coordinating appointments, and ensuring efficient message delivery across various service areas, including Social Security Disability (SSDI) cases, Ponzi scheme recovery assistance, and real estate consultations. The ideal candidate is detail-oriented, proactive, and committed to providing exceptional client support.

Key Responsibilities:

Conduct intake calls to assess client needs for Social Security Disability (SSDI) cases.
Schedule client appointments and ensure timely follow-ups.
Relay critical messages from clients to designated firm contacts, maintaining confidentiality and accuracy.
Communicate professionally and empathetically with clients across diverse service areas, including SSDI, Ponzi scheme recoveries, and real estate.

Requirements

Proven experience in client services, customer support, or a similar role.
Strong communication skills, both written and verbal.
Excellent organizational skills and attention to detail.
Ability to manage multiple tasks effectively in a fast-paced environment.
Familiarity with SSDI, financial/legal services, or real estate sectors is a plus.