Customer Service Representative
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We are seeking a highly skilled and proactive Customer Service Representative to join our team. The successful candidate will be responsible for providing front-line support for Vault CRM clients, managing day-to-day interactions with clients and external partners, and providing solutions to customer queries.
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The ideal candidate will have knowledge and experience in the Real Estate Industry, including sales, property management processes, real estate trust accounting, commercial leasing, and sales administration. They should also have 1-2 years' experience in a customer support role, preferably in technical support for web-based products.
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A strong ability to learn new technologies and adapt with product development is essential, as well as intermediate to advanced MS Office skills, especially Excel, Word, and Outlook. Excellent communication skills and phone etiquette are required, along with the ability to maintain confidentiality of sensitive information.
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We are looking for a proactive individual with a desire to learn and grow, who can demonstrate strong problem-solving skills, attention to detail, and organizational skills. Ability to multitask and prioritize effectively is also necessary.
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Key Responsibilities:
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* Provide front-line support via tickets and phone calls for Vault CRM
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* Manage day-to-day interactions with clients and external partners to support ongoing needs
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* Provide solutions to customer queries and proactively follow up to resolution
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* Troubleshoot technical issues and appropriately escalate tickets following defined processes
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* Maintain accurate records of client interactions within the ticketing system
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* Communicate confidently and professionally with clients and internal stakeholders
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Requirements and Desired Skills:
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* Knowledge and experience in the Real Estate Industry, including but not limited to: sales, property management processes, real estate trust accounting, commercial leasing, and sales administration
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* 1-2 years' experience in a customer support role, preferably in technical support for web-based products
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* Ability to learn new technologies and adapt with product development
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* Intermediate to advanced MS Office skills, especially Excel, Word, and Outlook
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* Excellent communication skills and phone etiquette
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* Ability to maintain confidentiality of sensitive information
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* A proactive attitude, with a desire to learn and grow
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* Strong problem-solving skills
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* Ability to work independently and as part of a team
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* Attention to detail and organizational skills
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* Ability to multitask and prioritize effectively
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