Client Service Advisor

*About us* True Peace Financial Solutions LLC is a small business in Overland Park, KS.
We are professional, agile, professional and our goal is to Bring Financial Peace to individuals who are planning their retirement.
Our work environment includes: * Modern office setting * Food provided * Modern office setting * Growth opportunities Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative.
As a Customer Service Representative, you will be responsible for providing exceptional service to our clients and ensuring their satisfaction.
This is an exciting opportunity to work in a fast-paced environment and contribute to the success of our organization.
Duties: - Respond to customer inquiries and provide accurate information about our products and services - Assist customers with troubleshooting issues and provide solutions - Manage customer accounts and maintain accurate records in our CRM system (Salesforce) - Collaborate with internal teams to resolve customer concerns and escalate issues when necessary - Identify opportunities for upselling or cross-selling our products and services - Conduct regular follow-ups with customers to ensure their needs are met - Provide feedback to the product development team based on customer insights and suggestions - Stay up-to-date with industry trends and developments in order to provide informed recommendations to customers Requirements: - Previous experience in customer service or a related field is preferred - Excellent communication skills, both written and verbal - Strong problem-solving abilities and attention to detail - Ability to analyze customer needs and recommend appropriate solutions - Proficiency in using CRM systems, preferably Salesforce - Knowledge of project management principles is a plus - Familiarity with SaaS (Software as a Service) and financial services is beneficial - Ability to work well in a team environment and collaborate effectively with colleagues - Proven ability to build and maintain strong customer relationships We offer competitive compensation, comprehensive benefits, and opportunities for career growth.
If you are passionate about providing exceptional customer service and thrive in a dynamic environment, we would love to hear from you.
Apply today! Job Type: Full-time Pay: From $21.
00 per hour Expected hours: 40 per week Benefits: * Flexible schedule * Paid time off * Professional development assistance Compensation package: * Bonus opportunities * Yearly bonus Schedule: * 8 hour shift * Day shift * Monday to Friday Ability to Relocate: * Overland Park, KS 66213: Relocate before starting work (Required) Work Location: In person