Client Service Representative

Job Summary

Managing a book of business for clients, the full-time Client Service Representative will ensure key deliverables are met while working in a hybrid environment, collaborating in the Edgewood office 2-3 days per week and handling responsibilities remotely.

Key responsibilities

• Manage internal and external client relationships, ensuring accuracy of forms and data entry into tracking databases
• Create financial documents and oversee the approval process using Adobe software products
• Perform regular application testing within an Agile development framework while maintaining high productivity and quality standards

Required qualifications

• Strong client services background with experience in high-pressure environments
• Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access
• Experience with Adobe Acrobat Pro and Adobe InDesign is a plus
• Ability to prioritize tasks effectively and manage time efficiently
• Excellent written and verbal communication skills