Seasonal Client Service Representative (Hybrid - Flexible Options)

Seasonal Client Service Representative

We are seeking a seasonal client service representative to join our team based out of Edgewood, NY during proxy season. The candidate will be working on our client facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database. The candidate should be experienced working in a high-pressure, high-volume environment where accuracy is paramount. This is a temporary seasonal position expected to last until the end of June. We are made up of high performing teams that meet in person to learn and collaborate as needed.

Responsibilities:

• Responsible for creation of financial documents and approval process using Adobe suite of software products
• Candidate must be computer savvy and capable of learning new software applications with relative ease
• Must have client service experience. Candidate will communicate directly with clients as well as internal departments
• Must be comfortable working within a team while owning their own work
• Must maintain a high level of productivity, quality, and customer-service standards while adhering to strict deadlines
• Candidate must utilize great time management skills to handle extremely high seasonal volumes

Qualifications:

• Strong client services background.
• Excellent written and verbal communication and listening skills.
• Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.
• Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access.
• Adobe Acrobat Pro and Adobe InDesign knowledge a plus