Client Experience Representative

Description Robert Half is in search of a Client Experience Representative to join our team in the Financial Services industry, based in Philadelphia Pennsylvania. This Client Experience Representative offers a long-term contract employment opportunity focusing on customer relations and administrative tasks. You will be involved in managing client interactions, scheduling meetings, and maintaining accurate client records among other duties. If this sounds like you then click the apply button today become an integral part of the team. If you have any questions, please contact Hayley Master at 215-568-4580 and mention JO#03720-0013103519.As a Client Experience Representative your responsibilities will include but aren't limited too: Engage in active calendar management and scheduling of meetings. Send out meeting invites and links to clients. Accurately record and distribute meeting minutes. Manage and maintain CRM, ensuring all client data is accurate and up to date. Perform data entry tasks with precision and efficiency. Oversee spreadsheet management to facilitate smooth operations. Liaise with clients via email and phone, ensuring their needs are met and queries are answered promptly. Proactively respond to client inquiries, providing accurate and timely information. Undertake additional client relations tasks and administrative projects as needed.Requirements The ideal Client Experience Representative will have: High school diploma or equivalent Knowledge of financial services industry, including regulations, trends and best practices Proficiency in using CRM software to manage and analyze customer interactions and data Experience in answering inbound calls promptly and efficiently Ability to assist customers by providing product and service information, resolving product and service problems Proven administrative assistance skills, including filing, typing, copying, binding, scanning etc. Expertise in scheduling appointments and managing calendars effectively Strong customer service skills, including the ability to interact with clients in a courteous manner Excellent communication skills, both verbal and written Ability to multitask, prioritize, and manage time effectively Ability to work independently as well as part of a team.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .