Texas Licensed Client Services Representative
Job Summary
Supporting enterprise financial-institution customers, the full-time Texas Licensed Client Services Representative will research and resolve service inquiries, maintain account reporting, and coordinate escalations while working remotely.
Key Responsibilities
- Receive, research, document, track, and resolve customer inquiries and Salesforce cases
- Provide clear status updates, findings, risks, and resolution information to customers and internal partners
- Partner with Operations, Claims, Sales, and other teams to drive timely resolution of issues
Required Qualifications
- High school diploma or equivalent
- Previous customer-service, customer-care, case-management, or account-support experience
- Working knowledge of Microsoft Excel, Outlook, and Teams
- Ability to work independently in a remote environment
- Experience using Salesforce or a comparable CRM platform
Complete Job Description
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