Client Services Representative
Custom Business Solutions
Feb 2023 - Current (3 years 8 months)
Managed and organized case documentation, ensuring accurate record keeping and timely follow-ups. Reviewed and processed client requests, ensuring compliance with company policies and procedures. Drafted and maintained reports, correspondence, and documentation related to client interactions. Assisted in contract and document review, ensuring accuracy and adherence to company guidelines. Scheduled and coordinated meetings, maintaining detailed agendas and summaries for clear communication. Handled confidential client information with discretion, ensuring data security and compliance. Provided administrative support, including data entry, case tracking, and file management. Prioritized and resolved inquiries, escalating complex cases while m