Client Specialist
Current• Answer inquiries, perform triage, and transfer concerns to appropriate channels. • Respond accurately and professionally to questions and concerns through multiple channels in a timely manner. • Keep detailed record of client data, including useful comments, as well as positive or negative feedback. • Analyze customer feedback and advise management on areas of improvement.• Recommend improvements to processes for improved company efficiency.• Respondes to queries regarding invoices, including preparation of analysis and preparation of amended invoices when required • Responded accurately and professionally to questions and concerns through multiple channels in a timely manner. • Maintain A/R notes against the bill record to describe any follow up with the clients • Prepare, finalize, and credit notes. • Initiate reminders to clients and diligently follow up to ensure timely resolution.• Supervised and performed administrative, clerical, and typing duties. • Maintained records of customer interactions, transactions, comments, accounts payable/receivable, and complaints.• Provided administrative support with payroll, calendar, meetings, and training events. • Developed and maintained a current and accurate filing system of client records.• Prepared packages for ongoing meetings and orientations.• Organized client data and daily updated accounts of all client records.