Client Service Representative

Location: San Bernardino
Posted on: June 23, 2025

Job Description:

Summary / Primary Role: The Client Service Representative is responsible for performing all tasks involved with Client Services. This position will involve learning and explaining services and products on behalf of all of our clientele. Principal Duties and Responsibilities: (Management may amend or assign duties and responsibilities to this job with appropriate notification) Follow directions and work as a team. Responsible for assigned customer accounts. Responsible for the accuracy of all paperwork that arrives for assigned accounts. Ensure that all inbound and outbound paperwork is completed accurately and correctly. Maintains training abilities for clients and consumers Responsible for accuracy of all entries for client services and sales Create all in-office projects and classroom training products Must be pleasant, professional, detailed communication skills and Outlook skills. Plan, coordinate, and run five 15?person outreach shifts per week Comfort working with iPads and tablet-based software Analyze the profitability and efficiency of the team Learning basic customer service techniques and client services to help with problem shooting

Keywords: , Upland , Client Service Representative, Customer Service & Call Center , San Bernardino, California