Client Services Associate II providing exceptional support to Guardant Health customers while meeting KPIs. Required to assist in troubleshooting and support department tasks in a hybrid work environment.
About the role
- Client Service Representative serving as a key contact between clients and internal teams. Helping small businesses meet compliance requirements through efficient and accurate service.
Responsibilities
- Serve as a key point of contact between clients (other businesses) and internal CSC teams.
- Help clients meet important compliance requirements with accuracy, efficiency, and care.
- Resolve inquiries confidently, professionally, and quickly.
- Build trusted relationships with clients by understanding their unique needs and challenges.
- Research, review, and process corporate legal documents with accuracy and attention to detail.
- Respond to internal and external client inquiries via phone and email in a timely, professional manner.
- Manage client portfolios, prioritize tasks, and meet time-sensitive deadlines.
- Maintain accurate records through data entry, electronic filing, and document retrieval.
- Navigate multiple systems and databases efficiently.
- Identify and recommend process improvements to enhance service quality and team performance.
- Contribute to client retention and growth by delivering proactive, solutions-oriented service.
Requirements
- 3-5 years of experience in customer service or administrative support.
- Strong verbal and written communication skills.
- Excellent attention to detail and organizational skills.
- Ability to manage competing priorities in a fast-paced, collaborative environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Strong analytical and problem-solving abilities.
- Experience with Salesforce or similar CRM systems is a plus.
- Self-starter with a proactive mindset and a passion for service.
- Flexibility to adapt to shifting priorities and occasional schedule needs based on business demand.
- Candidates must be authorized to work in the U.S. without sponsorship.
Benefits
- Annual success-sharing bonuses or commission plans based on individual performance.
- Range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles.
- Comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
- Hybrid or remote work schedules as business needs allow.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Member/client service agent supporting investment advisors at Desjardins Group. Conducting research, responding to client requests, and helping maintain business relationships.
Director of Client Services managing the client journey in a pharmaceutical packaging environment. Leading high - performing teams and driving solution delivery against client expectations and regulatory standards.
Client Service Manager responsible for managing client satisfaction in customs brokerage. Building relationships and ensuring successful cross - border trade compliance and operational efficiency.
Managing Director overseeing clients and technology strategy in channel delivery and innovation at TIAA. Leading teams and driving business transformation to enhance customer experience and efficiency.
Client Support Administrator responsible for client administration tasks for the National Client Team in London. Supporting service delivery to FI clients and ensuring data integrity and reporting.
Client Support Advisor assisting clients via phone and email in Poland. Delivering exceptional customer service and resolving queries for a seamless client experience.
Tax Manager in Private Client Services managing high - net - worth clients' tax planning. Overseeing staff, ensuring quality control, and developing new client relationships in a hybrid work environment.
Client Service Representative for B2B support in technology and web services. Responsible for customer inquiries and managing relationships to ensure satisfaction.
Support financial advisers or consultants to provide financial or product advice to clients. Role entails ensuring compliance and effective communication with clients and providers.