Customer Service Representative

About the Role

The Customer Service Representative is a full-time, on-site role based in Lincoln, NE.

Key Responsibilities

• Respond to client inquiries via phone, email, and in person.
• Provide timely and accurate information to clients.
• Handle account-related questions.
• Assist with service requests.
• Resolve client issues to maintain a positive client experience.
• Document client interactions.
• Follow up on open requests.
• Collaborate with internal teams to address client needs.
• Provide clear explanations of company services and processes.
• Maintain client records.
• Identify opportunities to improve service.
• Support a professional and welcoming environment for all clients.

Requirements & Tech Stack

• Basic office software.
• Customer relationship management (CRM) tools or willingness to learn.

Qualifications

• Strong customer-facing skills.
• Experience as a Customer Service Representative.
• Experience in general Customer Service functions.
• Ability to provide effective Customer Support.
• Ability to maintain high levels of Customer Satisfaction.
• Focus on delivering a positive Customer Experience.
• Clear communication.
• Problem-solving abilities.
• Excellent verbal and written communication skills.
• Active listening abilities.
• Strong organizational skills.
• Attention to detail when handling client information and requests.
• Comfort working in an on-site office environment in Lincoln, NE.
• Comfort collaborating with cross-functional teams.
• High school diploma or equivalent required.
• Additional education or experience in financial services or consulting is a plus.