We are looking for a dedicated Customer Service Representative to join our team in Sacramento, California. This is a long-term contract position requiring in-office work five days a week. The ideal candidate will bring strong communication skills and a proactive approach to resolving customer inquiries and concerns.<br><br>Responsibilities:<br>• Respond to customer inquiries by actively listening and asking clarifying questions to ensure a thorough understanding of their needs.<br>• Direct or escalate calls to the appropriate team members while collaborating with other departments to resolve customer issues.<br>• Continuously expand knowledge of company services and processes to enhance customer support capabilities.<br>• Report potential workflow disruptions or service issues to Customer Care leadership promptly to ensure timely resolutions.<br>• Adhere to company policies, training guidelines, and legal requirements while delivering exceptional customer service.
We are looking for a dedicated Member Services Representative to join our team in Sacramento, California. In this long-term contract role, you will be responsible for delivering exceptional service to members, ensuring their inquiries and concerns are handled efficiently and professionally. If you thrive in a fast-paced environment and enjoy connecting with people, this position offers an excellent opportunity to showcase your customer service skills.<br><br>Responsibilities:<br>• Respond to inbound calls from members and provide clear and accurate information regarding their inquiries.<br>• Address member concerns with professionalism and empathy, ensuring a positive experience.<br>• Manage patient intake processes efficiently while maintaining attention to detail.<br>• Utilize computer systems, including Salesforce, to document interactions and track member information.<br>• Handle both inbound and outbound calls to resolve issues and assist members effectively.<br>• Demonstrate proficiency in navigating a fast-paced call center environment.<br>• Collaborate with team members to meet service-level agreements and organizational goals.<br>• Provide support to veterans and ensure their specific needs are met with care.<br>• Maintain compliance with all company policies and procedures during member interactions.<br>• Continuously improve processes to enhance the overall member experience.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite</strong></p><p> </p><p>Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.</p><p>You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>