What are the responsibilities and job description for the Client service representative position at C&L Group?
Collections / Customer Service experience
The role is slated for three months, however, there is a possibility that it could be extended.
Hours per Day - 7.5Hours per Week - 37.5
Note : This position offers a hybrid work schedule requiring you to be in the office Tuesday and Wednesday with an option to work from home the remainder of the week (unless a specific business need arises requiring in office attendance on other days).
The first 30 days are mandatory in office from Monday-Thursday.
Skills : Collections / Customer Service experience
The managers would like to see candidates that have an accounting background. Someone familiar with reconciling payments that have been misapplied.
Note that work schedules and office reporting requirements may change from time to time based on business needs.
Provides premier customer and dealer support, as single point of contact for all servicing processes for all of Canon Financial Services' Strategic Clients.
Key Responsibilities ("Do ) :
Acts as the single point of contact for and takes ownership of a portfolio of customers who are considered Canon Financial's Strategic Clients.
Strategic Clients can include large global corporations, State and local governmental entities as well as the United States Federal Government.
Responsible for servicing all aspects of the Strategic Client relationship, including but limited to :
o Responding to customer inquiries in a timely manner in order to provide best in class customer service while maintaining internal aging receivable levels.
o Conducting large scale reconciliation and cash application analyses.
o Root cause, problem solve and develop action plans for complex customer facing issues.
o Simultaneously handling issues spanning multiple disciplines across complex, multi-schedule clients.
o Develop, utilize and effectively translate multiple types of reporting in order to visualize the high-level picture of the portfolio as well as individual customers.
o Reading, understanding and acting on customer purchase orders, invoicing requirements, payment methods and the processes involved with them.
End of lease processes include : buyout and upgrade quotes, scheduling equipment removal and contract termination.
o Identify, understand and oversee the rebooking process for customer's in the portfolio stemming from errors, changes to contracts or contractual obligations.
o Engaging with various business partners including : internal Canon Financial resources, Canon USA and Canon Solutions Americas representatives as well as representatives from other multiple sales channels.
o Engaging with all levels of partners within our Strategic Clients. Engagement can be anywhere from AP personnel through C-level employees.
- Complete other high priority projects assigned by the leadership team. Results Expected ("Deliver ) :
- Achieve and maintain exceptional Customer Satisfaction scores
- Achieve and maintain exceptional Quality Assurance scores
- Achieve Aging Receivable and Productivity goals.
- Achieve other goals as assigned by leadership.
- Demonstrate exceptional customer service / listening skills and provide timely follow-up
- Ability to work independently and make customer impacting decisions, consistently providing quality work with minimal leadership supervision.
- Demonstrates a positive attitude, quality work ethic, works well with others, and respectful of other associates at alltimes.
Other Expectations :
Bachelor's degree or equivalent experience preferred.
Experience Preferred :
1-3 years of Collections / Customer Service experience.
- Strong verbal and written communication skills.
- Intermediate knowledge level of Microsoft Office products, specifically Excel and Word
- Requires individuals to work successfully within a team environment and inter-departmentally to ensure service levels, group and individual metrics are met.
- Experience with large customers containing multiple schedules.
- Experience with Governmental Entities and plus
- Experience with understanding payment application and payment reconciliations
- Proven analytical problem-solving skills and basic math skills required
- Ability to multitask and excel in a fast-paced environment.
- Strong ability to prioritize, with excellent time management skills.
- Successful utilization of systems : SalesForce, Unified Desktop
Experience level : Associate
Experience required : 3 Years
Education level : Bachelor's degree
Last updated : 2024-09-07