Client Services Representative
IDFL India
New Delhi, Delhi, India5h agovia LinkedIn
Company: IDFL India
Location: Delhi
Employment Type: Full-time
Key Responsibilities
- Master the internal portal:
- Adding companies
- Renewal and transfer clients
- Check-in (adding audit orders)
- Billable expenses / agreements
- Online services (sending sign-up codes)
- Adding product types
- Application reviews
- All other fields
- Maintain a clean pipeline of orders in the system in accordance with their status.
- Strive for speed and accuracy in every process to enhance the customer experience.
- Ensure all client communications (phone, email, message) are promptly responded to and realistic expectations are set.
- Establish clear communication throughout every stage of the client service process:
- Initial client outreach
- Application review
- Quotation and agreements
- Receiving payments
- Scheduling audits
Key Performance Indicators (KPIs)
- Respond to all client inquiries within 24 hours.
- Complete application reviews and provide quotations within 24 hours.
What We're Looking For
- Excellent communication and interpersonal skills.
- Strong organizational and time management abilities.
- High attention to detail and accuracy.
- Customer-first mindset with strong problem-solving skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience in client services, customer support, operations, certification, or administrative roles is preferred.
- Proficiency in CRM/ERP systems or similar operational platforms is an advantage.