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Clerical/Admin - Customer Service

Kansas City, MO
Job Description:
Provide exceptional customer service primarily through phone and email communication to inbound callers and clients. This will include receiving and resolving a comprehensive variety of client requests and inquiries. You must be able to handle moderately complex internal and external client inquiries and concerns via phone and email. You will be using customer support software and computer systems to perform and analyze client information and tracking of client inquiries. Participate in outbound calling projects as needed.


Communicate via phone and email with clients requiring assistance or information. Customer inquiries handled are moderately complex. Interpret clients’ needs and utilize software to identify possible resolutions.
Follow establish procedures to handle inquiries and resolve concerns to ensure client satisfaction.
Handle client communications within all call handling and quality measurements.
Document and communicate to management any recurring or significant problems or issues with any services supported as encountered through contacts.
Observe and report call trends when noted.
Participate in outbound calling campaigns when needed.
Other duties as assigned.


Education and/or work experience necessary to demonstrate required skill level.
Must possess excellent verbal and written communication skills.
Minimum 1 year related experience.
Detail oriented.
Demonstrate excellent computer skills, especially proficient with Microsoft Word and Outlook.
Ability to type at least 35 words per minute.
Ability to work under pressure. Should possess the stamina to meet the time deadlines inherent in the tax and accounting profession.
Passing credit and background check.
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