Position: Client Services Representative

Objective: Entry level clerical position to assist other Client Services representatives to complete large projects in a timely manner to meet Client requirements.


  • Understand and maintain Client guidelines to ensure we are within compliance at all times.

  • Retain emails/documents as required.

  • Initiate calls/emails to and from clients when needed.

  • Communicate Client needs to other departments within company via supervisory/team meetings, etc.

  • Work with other departments (Accounting, Collections, etc.) accordingly when necessary.

  • Identify Client needs, work plans, etc.

  • Other duties as assigned.


  • High School Diploma or equivalent. 

  • Require little or no supervision.

  • Strong attention to detail. Strong Customer Service orientation and/or experience.

  • Strong project management and follow-up skills; ability to track many details.

  • Working knowledge of Microsoft Outlook, and Excel. Ability to type 35 wpm.

  • Reliable and dependable. Ability to maintain confidentiality.


  • Medical, Dental, Vision and Life Insurance.

  • 401K plan.

  • Paid time off.