Customer Service Representative - Senior Living Financial Services

Join the 12 OAKS SENIOR LIVING Team: Delivering Exceptional Customer Service in Senior Living Financial Services

At 12 OAKS SENIOR LIVING, we're dedicated to providing top-notch financial services to senior living communities. Our team is built on a foundation of expertise, passion, and a commitment to delivering exceptional customer experiences. We're currently seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As the first point of contact for our clients, you will play a vital role in ensuring their satisfaction and building long-lasting relationships.

About 12 OAKS SENIOR LIVING

12 OAKS SENIOR LIVING is a leading provider of financial services to senior living communities. Our team of experts has years of experience in accounting and finance, and we're dedicated to helping our clients achieve their goals. We pride ourselves on our commitment to exceptional customer service, and we're looking for a talented Customer Service Representative to join our team.

Job Summary

As a Customer Service Representative at 12 OAKS SENIOR LIVING, you will be responsible for providing high-quality assistance and support to our clients. You will be the face of our company, responding to inquiries, resolving issues, and ensuring customer satisfaction. If you have excellent communication skills, strong problem-solving abilities, and a passion for delivering exceptional customer service, we want to hear from you!

Key Responsibilities

• Client Communication: Respond to incoming calls and emails from clients, addressing inquiries and providing accurate information in a timely and professional manner.
• Technical Support: Assist clients in navigating our accounting software, resolving technical issues, and providing troubleshooting guidance to ensure seamless functionality.
• Collaboration: Work closely with the accounting team to resolve client concerns and ensure timely and accurate resolution of issues.
• Product Knowledge: Maintain a high level of product knowledge to effectively address client inquiries and offer solutions that meet their needs.
• Order Processing: Process customer orders, returns, and exchanges in a timely and accurate manner, ensuring that client needs are met.
• Client Training: Provide guidance and training to clients on how to best utilize our accounting services and tools, empowering them to maximize their benefits.
• Continuous Improvement: Proactively identify opportunities to enhance the customer experience and provide feedback to improve processes and services.

Requirements

Education and Experience

• Bachelor's Degree: A bachelor's degree in accounting, finance, or a related field is required.
• Experience: A minimum of 2 years of experience in a customer service role, preferably in a financial services or accounting environment.

Skills and Competencies

• Communication: Strong communication skills, both written and verbal, with the ability to effectively interact with clients and internal stakeholders.
• Problem-Solving: Excellent problem-solving abilities and attention to detail, with the capacity to analyze issues and provide solutions.
• Technical Skills: Proficient in using accounting software and tools, with the ability to quickly learn new systems and technologies.
• Multitasking: Proven ability to multitask and prioritize tasks effectively, managing multiple client requests and issues simultaneously.
• Interpersonal Skills: Strong interpersonal skills and the ability to build and maintain positive relationships with clients and internal stakeholders.

Career Growth Opportunities and Learning Benefits

At 12 OAKS SENIOR LIVING, we're committed to the growth and development of our team members. As a Customer Service Representative, you'll have access to:

• Training and Development: Ongoing training and development opportunities to enhance your skills and knowledge.
• Career Advancement: Opportunities for career advancement and professional growth within the company.
• Mentorship: Guidance and mentorship from experienced professionals in the industry.

Work Environment and Company Culture

Our work environment is dynamic, supportive, and collaborative. We pride ourselves on our:

• Team-Oriented Culture: A culture that values teamwork, collaboration, and open communication.
• Flexible Work Arrangements: Flexible work arrangements, including remote work options, to support work-life balance.
• Employee Recognition: Regular employee recognition and reward programs to acknowledge and appreciate our team members' contributions.

Compensation, Perks, and Benefits

We offer a comprehensive compensation package, including:

• Competitive Salary: A competitive salary range for this role, commensurate with experience and qualifications.
• Benefits Package: A comprehensive benefits package, including:
  • 401(k)
  • Health, Dental, and Vision Plans
  • Short- and Long-Term Disability
  • Life Insurance
  • Critical Illness and Accident Policies
• Additional Perks: Additional perks, including:
  • Health Club Membership (up to $50 per month)
  • Employee Assistance Program
  • Personal and Vacation Time
  • Holiday Pay

Conclusion

If you're a customer-focused and highly skilled individual looking for a challenging and rewarding role, we encourage you to apply for this exciting opportunity. As a Customer Service Representative at 12 OAKS SENIOR LIVING, you'll play a vital role in delivering exceptional customer experiences and building long-lasting relationships with our clients. Don't miss this chance to join our team and take the next step in your career!

Apply Now and become a part of our dynamic team!