Job Description
Job Description
Equity Experts is a local, hyper-growing company looking to add a driven and professional Account Manager / Client Service Specialist to our team.
The person will work with clients who have questions, concerns, or require information about the services provided by Equity Experts and provide solutions that fit those individualized situations while prioritizing the customers' needs at each step.
The person will also serve as the interface between the client services department and the sales team at Equity Experts.
By developing and nurturing long-term relationships with a portfolio of clients, the person will liaise between the clients and cross-functional internal teams to ensure the timely and successful delivery of our solutions to the client's needs.
While managing and developing client accounts, a successful Account Manager / Customer Service Specialist will be able to initiate and maintain favorable relationships with clients and grow their portfolio.
Benefits
Annual Base Salary + Bonus Opportunities
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule
Day shift
Monday to Friday
Supplemental pay types
Bonus pay
Simple IRA matching
Responsibilities
- Maintain a positive, empathetic, and professional attitude toward customers at all times
- Respond promptly to customer inquiries
- Keep records of customer interactions, comments, and complaints
- Accountable for client operational items
- Client retention
- Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis
- Liaise between the clients and internal sales, marketing, and relations teams
- Responsible for working with the sales team to onboard and integrate new clients and developing existing client relationships
- Resolving complaints and preventing additional issues by improving processes
- Flexible schedule that will support occasional client calls until 10 pm to serve our West Coast clients.
Requirements
Education
Associated Degree or BA in a Related Field is required
Experience
- 3+ years experience in customer service is a plus
- Familiarity with condo / HOA management is a plus
- Previous experience in a law office, title agency, property management, etc. is a bonus
- Will consider strong applicants with limited experience who are willing to learn skills
Skills
- Ability to build rapport and collaborate with others within the company and externally
- Excellent time and project management skills
- Exceptional verbal and written communication skills
- Adaptability and strong problem-solving skills
- Ability to stay calm when customers are stressed or upset
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