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Job Description Client service representatives manage client relationships and provide customer support. They may field customer inquiries, process documents, schedule appointments, and connect clients with other departments when needed.
Key Responsibilities - Regularly communicate with clients to request and review documentation related to the case.
- Communicate via phone call, email, and text with clients to gather required information to further qualify them for cases.
- Confirm that all clients are being reached on a consistent basis.
- Accurately file documents in the appropriate database with all required information and notes.
- Perform a variety of file maintenance tasks for electronic files in compliance with the firm's policies. This includes creating and retrieving files when necessar...