Client Services Agent

Full-time Human Resources

Job Responsibilities

• Resolve questions and issues with sales agreements and account documentation.
• Coordinate the management of the documents’ database; ensure alignment and integration of documents per client standards.
• Analyze information and provide insights and recommendations.
• Execute end-to-end documentation processes for assigned sectors: distribution, collection, review, and analysis.
• Review higher-risk client requests; confirm proper authorizations received.
• Determine type of documents and appropriate actions; establish procedures and processes.
• Review documents to verify forms completed correctly and required formats used.
• Execute data entry, processing, and tracking to support document management activities.
• Develop and maintain effective relationships with team members and stakeholders to fulfill service delivery expectations.
• Understand risks inherent in the oper...