Customer Service Representative

Brea, CA, United States

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Job Description

Do you love interacting with others, making connections, and helping people? Then you're an excellent fit for the customer/client service representative position at our firm! You'll be responsible for responding to client inquiries, helping to plan team events, and providing an exemplary client experience. If this posting sounds like a job you'll love, we highly encourage you to apply.
Responsibilities:

Resolve customer complaints in a friendly and timely manner to ensure high customer satisfaction
Reply to incoming calls from customers including products and service questions, general information, and complaints
Create records of customer interactions and follow up to ensure all questions have been answered
Identify common customer issues and bring them to the attention of the team
Help Plan Team Events
Scan Documents
Call clients and answer busy phones
Follow up with clients
Make sure office is ready for day by restocking supplies

Qualifications:

High school graduate, G.E.D. recipient, or equivalent
Must possess exemplary interpersonal skills, communication skills, and active listening skills
Strong knowledge of customer interface and interaction
Attention to details
Team Player

About Company:
At The Wagon Legacy, we help you protect your family's future and create peace of mind through a well-crafted estate plan. By clearly outlining your wishes, you can avoid probate complications and reduce the risk of conflicts among loved ones. It's a caring step that ensures your legacy is honored and your family is supported.
Our Core Values Are:
Attention to DetailHonestyCommunicationDoing What is Best for the ClientLearn more using these links:
https://www.thewagonlegacy.com/
https://www.instagram.com/thewagonlegacy/