California Client Services Representative

• New client onboarding. Communicate expectations, processes and procedures regarding products. • Coordinate with client and accounting to ensure seamless billing transactions. • Act as the first point of contact for sales team and clients seeking help with products. • Provide troubleshooting and technical assistance to clients. • Anticipate the client needs, communicate next steps as well as solutions. • Key resource to ensure clients successfully engage with the products and realize the full potential of investment. • Owning the Client Relations Experience by being proactive with the client touch points and handling any concerns and inquiries. • Liaison between Sale team and clients. Ensuring support on both sides. • Client maintenance, collect, manage and execute all contracts for new and existing clients. • Collect and process payments for new and existing contracts. • Update day to day activity in Salesforce. • Maintain, produce and distribute internal reports as requested and scheduled. • Maintaining a positive, empathetic and professional attitude toward customers always. • Responding promptly to customer inquiries. • Acknowledging and resolving client complaints. • Keeping records of client interactions, transactions, comments and complaints. • Providing feedback on the efficiency of the customer service process. • Ensure customer satisfaction and provide professional customer support. • Actively manage features and dependencies in and across products.

• Ability to prepare reports. • Strong Excel skills. • High School Diploma or general education degree, or four or more years related experience or training. • Excellent verbal and written communication skills. • Good time management and organizational skills. • Ability to work in a team environment. • Outstanding sales skills. • Proficient in MS Suite. • Experience using and managing Salesforce. • Must live in California

About Us Since 1984, Walker Advertising has bridged the gap between a law firm's need to grow and an underserved community's need for trustworthy legal services. Our teams lead with empathy and without ego to serve others through integrity and trust. We dare to think differently and work to consistently raise the bar, creating a workplace environment based on respect. We believe that our employees are not just numbers; they are people. People with families and lives outside of work. We understand that a career is just one piece of the puzzle that makes people successful, happy individuals. That's why as we grow our teams, we focus on the whole person. About the role As a Sales Support, Client Service Representative, you will be the first point of contact for Walker Advertising clients. In this role you will work closely with the sales team and you will be responsible for onboarding and maintaining new and existing clients. Candidate must be forward thinking, proactive and able to multitask in a fast-paced environment. Responsibilities: • New client onboarding. Communicate expectations, processes and procedures regarding products. • Coordinate with client and accounting to ensure seamless billing transactions. • Act as the first point of contact for sales team and clients seeking help with products. • Provide troubleshooting and technical assistance to clients. • Anticipate the client needs, communicate next steps as well as solutions. • Key resource to ensure clients successfully engage with the products and realize the full potential of investment. • Owning the Client Relations Experience by being proactive with the client touch points and handling any concerns and inquiries. • Liaison between Sale team and clients. Ensuring support on both sides. • Client maintenance, collect, manage and execute all contracts for new and existing clients. • Collect and process payments for new and existing contracts. • Update day to day activity in Salesforce. • Maintain, produce and distribute internal reports as requested and scheduled. • Maintaining a positive, empathetic and professional attitude toward customers always. • Responding promptly to customer inquiries. • Acknowledging and resolving client complaints. • Keeping records of client interactions, transactions, comments and complaints. • Providing feedback on the efficiency of the customer service process. • Ensure customer satisfaction and provide professional customer support. • Actively manage features and dependencies in and across products. Requirements: • Ability to prepare reports. • Strong Excel skills. • High School Diploma or general education degree, or four or more years related experience or training. • Excellent verbal and written communication skills. • Good time management and organizational skills. • Ability to work in a team environment. • Outstanding sales skills. • Proficient in MS Suite. • Experience using and managing Salesforce. • Must live in California Company benefits/perks: • Three Weeks Paid Time Off • Twelve Weeks of Guaranteed Paid Parental Leave • Insurance - Medical, Dental, Vision, etc. • 401(k) Retirement Savings Plan • Wellness Initiatives/Employee Assistance Program • Rewards and Recognition • Career Development Opportunities Salary Range: Starting at $25/hour plus 5% annual bonus AI Disclaimer & Accommodations We may use AI-enabled tools to assist with certain parts of our hiring process, including application review and candidate evaluation. These tools support our team and are used with human oversight. All final hiring decisions are made by humans. If you require reasonable accommodations during the application process or have questions about our hiring process, please contact . Originally posted on Himalayas Client-Services-Representative, Customer-Service, Sales-Support-Specialist, Account-Coordinator, Client-Relations-Specialist, Client-Services-Specialist