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Work from Home Customer Account Advisor

Remote, USA Full-time Posted 2025-05-22

Overview
We are seeking a dedicated and enthusiastic Client Advisor to join our team. The ideal candidate will play a crucial role in providing exceptional customer service while assisting clients with their inquiries and needs. This position requires strong communication skills, attention to detail, and the ability to analyze information effectively. As a Client Advisor, you will be the first point of contact for our clients, ensuring they receive the support and guidance necessary for a positive experience.

    Responsibilities
  • Provide outstanding customer service by addressing client inquiries and resolving issues promptly.
  • Perform data entry tasks accurately to maintain up-to-date client records.
  • Conduct outbound calling to follow up with clients and gather feedback on services.
  • Analyze client needs and recommend appropriate solutions or services.
  • Exhibit excellent phone etiquette while communicating with clients.
  • Handle cash transactions with precision and ensure accurate cash handling procedures are followed.
  • Collaborate with team members to improve processes and enhance client satisfaction.
  • Maintain an organized office environment to support efficient operations.
    Skills
  • Strong data entry skills with attention to detail.
  • Proven customer service experience in a fast-paced environment.
  • Proficiency in office software applications and tools.
  • Effective outbound calling techniques with a focus on client engagement.
  • Ability to analyze information and provide insightful recommendations.
  • Excellent phone etiquette for professional communication.
  • Experience in cash handling procedures is preferred.
  • Proficient in English, both written and verbal communication skills.
  • Ability to type efficiently while managing multiple tasks simultaneously.
  • Sales experience is a plus, contributing to the overall success of client interactions.

Join us as a Client Advisor and become an integral part of our commitment to delivering exceptional service to our clients!

Job Type: Full-time

Pay: $66,008.00 - $78,331.00 per year

Work Location: Remote

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