Client Service Representative - Kalamazoo
- Reception area support and phone coverage to ensure reception area runs smoothly and calls are handled timely
- Assist with coordination of reception coverage with other Client Service Representatives and Forward Phones team for breaks, lunch, appointments and vacations
- Ensure every call is handled in a courteous and professional manner
- Greet guests and determine nature and purpose of visit
- Responsible for directing inquiries accordingly
- Plan for accommodations for scheduled guests (water, coffee, coats, etc.)
- Assist with safekeeping of information for team use and update it regularly (contact information, front desk procedures, etc.)
- Ensure front desk premises are kept clean and organized at all times
- Comply with all company policies, procedures and guidelines as they relate to call handling, client service standards and guest relations
- Assist with client events hosted in Kalamazoo and actively participate in event-driven marketing events
- Maintain professionalism in times of high volume and traffic flow
- Sort, process, and scan mail; coordinate USPS and UPS delivery/pickup
- General administrative support for the organization as needed
- Collaborate with security personnel to ensure guests/vendors/maintenance workers have guest passes
- Ensure maintenance of the building, intercoms, doors and security cameras, notifying the appropriate personnel in the event of a malfunction
- Office and kitchen supply ordering and management
- Maintain overall office organization by stocking supplies and keeping workrooms and common areas clean and orderly
- Provide general, and administrative support ("back-up") for any appropriate position or function within Greenleaf Trust
- In support of the Client Centric Team, handle both confidential and non-routine information while providing administrative duties
- Maintain appropriate communication with all team members
- Assist with organizing department activities for all members while maintaining the Greenleaf Trust culture in each event and interaction
- Participate as an impactful member of assigned workgroups and projects as assigned
- Bachelor's Degree is preferred, and a minimum of three years of professional office experience delivering excellent customer service or equivalent education and experience. Financial services experience preferred but not required.
- This position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone
- Dexterity of hands and fingers to operate a computer and office equipment
- Bending at the waist, reaching overhead, above the shoulders and horizontally to retrieve files and supplies
- Ability to answer the phone, visually monitor security cameras and verbally greet clients
- Light lifting
- Regular, in-person attendance in the Kalamazoo, Michigan office is required.
- Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.
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