Client Support Specialist
CurrentManaging client accounts and serving as the primary point of contact for client inquiries and requests.Providing exceptional customer service by promptly addressing client concerns and resolving issues to ensure satisfaction.Assisting clients with navigating Cogency Global's suite of services, including corporate compliance, registered agent, and entity management solutions.Collaborating with internal teams such as sales, operations, and legal to coordinate client requests and ensure timely delivery of services.Conducting client consultations to assess their needs and recommend appropriate solutions to support their business objectives.Facilitating the onboarding process for new clients, including gathering necessary information and documentation to initiate services.Maintaining accurate client records and updating relevant databases with account information, correspondence, and service requests.Proactively identifying opportunities to upsell or cross-sell additional services to existing clients based on their evolving needs.Providing training and support to clients on utilizing Cogency Global's online platforms and tools for managing their accounts.
