Ultimate Staffing ยท 1 day ago
Client Service Advisor
Ultimate Staffing is currently engaged in a direct hire search for a Client Relationship Specialist. The ideal candidate will possess engaging communication skills and have a passion for helping clients, focusing on supporting client needs and ensuring effective communication.
Responsibilities
Document, follow up on, and execute action items resulting from client meetings
Schedule, prepare, and organize materials for client meetings
Initiate and respond to client service inquiries with professionalism and accuracy
Coordinate with insurance carriers to process client requests and ensure timely resolution
Prepare, submit, and track all onboarding and account-opening documentation
Initiate, monitor, and confirm the movement of funds in accordance with established procedures
Provide clients with secure login credentials and assist with account access as needed
Qualification
Required
Bachelor's degree
Must be deadline driven with a high degree of integrity
Key skills include organization, reliability, detail-oriented and accuracy
Excellent written and verbal communication