Customer Service Representative

Robert Half • Latham, NY • 1d ago

Description

Tackle client issues, questions, and escalations with a focus on delivering a positive experience, ensuring concerns are addressed and appropriate follow-up is completed.

Support clients in managing their accounts by walking them through procedures, platform functions, and service-related inquiries.

Record all client interactions, requests, and outcomes in the CRM system with precision to maintain accurate records and support internal reporting.

Collaborate with cross-functional departments such as operations, finance, and compliance to troubleshoot client challenges and maintain smooth service delivery.

Uphold organizational expectations for professionalism, accuracy, and regulatory adherence in every client interaction.

Engage in ongoing training to stay informed about product updates, internal policies, and industry standards to enhance service quality.

Maintain full adherence to HIPAA requirements and internal privacy protocols.

Requirements

Strong ability to communicate clearly and professionally-both in writing and in conversation-when working with clients and internal departments.

Proven success working within a fast-moving, highly organized environment.

Genuine enthusiasm for supporting others and delivering an outstanding service experience.

Skilled at juggling multiple responsibilities while staying focused on what needs attention first.

Confident using CRM platforms along with common workplace tools such as Microsoft Office and digital communication systems.

Consistently maintains accuracy and precision when entering or reviewing client information.

Solid critical-thinking and problem-solving abilities, with an emphasis on improving processes and overall performance.

Completion of high school or an equivalent credential; additional education at the associate or bachelor level is preferred.

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.

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