Client Services Associate

The Client Service Associate sits on-site with the client and ensures the security and preservation of records.

Key Responsibilities:

• Monitor and listen to customers to understand inquiries and requests in order to provide accurate information and prompt assistance • File and retrieve documents as required either, hard copy, electronically or microfiche • Coordinate information creation, receipt, storage retrieval and disposition • Catalog electronic records in accordance with established procedures and records management standards. • Ensure security and preservation of records in records centers and inactive records • Exhibit excellence in customer service and the ability to serve others • Ensure application of retention schedules to inactive records • Answer verbal, telephone, written and E-mail inquiries, regarding records requests in an efficient manner • Prepare new files within the records system guidelines • Other duties as assigned

Competencies:

• Results oriented • Driven by client satisfaction • Strong integrity, solid business ethics • Excellent presentation and interpersonal skills • Excellent written and oral communication skills • Expert in customer service skills, professional attitude and appearance • Good organizational skills • Ability to maintain confidentiality • Attention to detail • Able to speak clearly so listeners understand, identify and understand the speech of another person • Visual acuity • Strong initiative required; ability to work independently with minimal direct supervision • Flexibility in dealing with simultaneous projects • Ability to learn skills quickly • Reading, writing, and arithmetic skills required

Qualifications:

• High School Diploma or equivalent • Working knowledge of Microsoft products pertaining to the specific position including but not limited to Outlook, Word, and Excel etc.

Physical Demands:

• Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time • Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.) • Ability to lift or move 40 lbs. or greater frequently

Travel: No travel required.

Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.