Client Services Specialist

We are seeking a dedicated and personable Client Services Specialist to join our client's local HVAC company! This candidate will play a vital role in maintaining the daily operations of the team, creating positive experiences while providing essential administrative support, and creating a good first impression to their clients and visitors.

If this sounds like a good fit, apply now!

Hours

Location

Pay

Responsibilities

• Warmly greet clients and visitors, ensuring they feel welcomed and valued.
• Answer questions, provide basic company information, and direct clients to the appropriate personnel.
• Answer, screen, and forward incoming phone calls while providing basic information when needed.
• Perform administrative duties such as filing, photocopying, transcribing, faxing, and mail allocations.
• Send out welcome packets to new clients, ensuring all necessary information is included.
• Maintain records of client onboarding status and provide follow-up as needed.
• Update and maintain the Sales Opportunity list, ensuring all data is current and accurate.
• Excellent phone etiquette with experience managing multi-line phone systems.

Qualifications

• High school diploma or equivalent required.
• Minimum of one (1) year of experience in administrative roles.
• Strong verbal and written communication skills with the ability to interact professionally with clients and team members.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• PBX phone system experience required.
• Strong verbal and written communication skills with the ability to interact professionally with clients and team members.
• Demonstrated friendly attitude and customer service orientation.
• Superior organizational skills with attention to detail and ability to manage multiple tasks simultaneously.
• Understanding of client confidentiality requirements and experience maintaining secure records.
• Compliance with pre-employment state and federal background check and drug screen.
• Valid license and reliable transportation.