Client Services Representative (Team Lead)

CrewBloom
Full-time
On-site

The Client Services Representative will assist customers with questions, and concerns, and educate them on the client’s products and services. The successful person in this role will encourage a direct and positive relationship with customers.

Job Responsibilities

  • Answer a minimum of 30 inquiries via email, phone, or chat in a professional and upbeat manner;
  • Resolve client cases for the client services team;
  • Educate clients on searches, forms needed for searches, and the adverse action process;
  • Assist clients with new user accounts, during the ordering process, and train clients to use the portal;
  • Train new clients on the billing process;
  • Assist other departments in obtaining information and forms needed from clients to perform searches;
  • Perform other duties as assigned.

Requirements

  • Has experience working in a background screening company
  • Has experience with verification processes such as employment, education, or reference checks
  • Has any leadership or management experience
  • Ability to maintain regular and punctual attendance;
  • Able to thrive in a fast-paced environment;
  • A natural problem solver and is focused on creating solutions;
  • Can adapt quickly to a changing environment;
  • Can work well independently but understand the importance of teamwork;
  • Strong verbal and written communication skills, including the ability to effectively facilitate and adjust communication styles to the audience.
  • High School Diploma or equivalent required;
  • 1+ years experience in a Clients Services Department in a call center environment preferred;
  • Working knowledge of G-Suite and Microsoft Office products;
  • Experience in Salesforce preferred;
  • Proven ability to build, nurture, and retain client relationships;
  • Able to sit at a desk and work on a computer for prolonged periods;
  • Navigate easily between multiple windows/browsers, perform extensive internet research, and type 45 WPM.

Minimum Technical and Work Environment Requirements:

  • Internet Connection:
    • Primary internet connection with a minimum speed of 15 Mbps.
    • Backup internet connection with at least 10 Mbps.
    • Backup connection must be capable of supporting work during a power outage.

  • Primary Device:
    • Desktop or laptop equipped with at least:
      • Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
      • A minimum of 8 GB RAM.

  • Backup Device:
    • Must meet or exceed the performance of an Intel Core i3 processor.
    • Must be functional during power interruptions.

  • A functioning webcam.
  • A noise-canceling USB headset.
  • A quiet, dedicated home office space.
  • Peripherals and Workspace: A smartphone for communication and verification purposes.

Benefits

  • Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
  • Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
  • Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
  • Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
  • Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
  • Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.