Providing timely and accurate information to client inquiries to include statuses, corrections, and general day-to-day questions.
Communicate with clients and field representatives through the utilization of phone and email
Update and maintain job statues for audits including key accounts
Monitors specific accounts for their branch
Works with the Branch Manager to track professionalism coursework and resolves complaints regarding field representatives
Assists with complaints, errors, account questions, and other queries
Improve and expand upon relationships between AFIRM and all clients
Support company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
Perform other duties as assigned

1 – 2 years in customer service or related interpersonal communications
Proficient in Excel and Microsoft Office products
Ability to deal with problems involving several concrete variables in standardized situations.
Proactive, independent, and takes initiative with consistent follow through
Superb communication skills, verbal and written, conducted in a timely manner
Superior time management skills with capability of working with and meeting deadlines
Exceptional capability to multi-task and prioritize with excellent organization and documentation skills in a fast-paced, dynamic work environment
Excellent team player with interpersonal skills
High level attention to detail and problem-solving skills
Capable of working collaboratively and independently with minimal supervision
Exhibit discretion with sensitive and confidential information
Display a comfort level working with key people at all levels within an organization

Medical, dental, and vision plans to ensure your health and that of your family.
A 401k plan with employer matching to help you build a secure financial future.
Our time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
Paid holidays.
Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

Client Services Coordinator

Key skills