Client Service Specialist Job Description Template
Our company is looking for a Client Service Specialist to join our team.
Responsibilities:
- Work with Product Management to test new product features prior to new releases;
- Work with QA, as needed, to test new software and enhancements;
- Troubleshoot software functionality, defects, data issues and user problems;
- Conduct on-line client meetings and training sessions;
- Serve as the primary point of contact for inbound client telephone calls and emails;
- Document, track and report on client-specific issues, ultimately bringing them to resolution at 1st line, or by escalation to 2nd/3rd;
- Reproduce defects for internal research and problem resolution;
- Responsible for liaising with external marketing companies, updating them on campaigns;
- Providing support to the sales administrator team on customer enquiries and orders;
- Responding to customer requests from the company website and social media platforms;
- Liaising with the Sales Manager and Warehouse Manager on orders and arranging PO’s;
- Uploading and processing invoices using SAGE;
- Responsible for the company’s social media platforms.
Requirements:
- Comfortable presenting and training clients in both a one-on-one and group settings;
- Proficiency in creating documentation including training materials and FAQs for clients;
- Experience coordinating and leading meetings; documenting action items and following through to completion;
- Fast learner who is eager to develop and grow new skills quickly;
- Ability to work in collaborative environment with both local and remote team members;
- Proficient in Microsoft Office programs; experience of helpdesk or CRM systems an advantage;
- Ability to multi-task under tight deadlines;
- Ability to achieve objectives on time;
- Positive attitude with excellent telephone communication and listening skills;
- Experience in Financial Services, preferably in a client-facing support role;
- An independent self-starter; ability to work individually and within a team;
- Detail oriented and organized with good time management skills;
- Demonstrable experience using excel skills;
- Ability to work effectively with clients of varying skill levels and proficiencies;
- Excellent verbal and written communications skills with the ability to understand and drive client issues to resolution.