Client Service Professional
Current• Greeted and welcomed each client, determined the client’s service needs and assigned the client to an appropriate associate in the scheduling program.• Monitored client flow by managing and advising clients of the anticipated wait time and following up when there are any expected delays.• Answered the telephone, providing callers with basic information about services and fees when requested.• Recorded all transactions in the Point-of-Sale computer and completes bank deposits. • Scheduled client appointments for the office staff. Assembles client folders as required, maintains confidential /sensitive files, and promptly files completed returns. Assists with the maintenance of COD pending and pick – up files.