B2B Client Services Representative

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Position: B2B Client Services Representative

Location: Dallas, TX

Classification: Exempt

Reports to:  Manager of Client Services

Compensation: Competitive Salary

Benefits: Medical, Dental, & Disability Benefits Paid 100% for Full Time Employees

Hours: Full-time

Travel: None

Essential Functions

  • Reports to B2B Client Services Supervisor
  • Work closely with various departments to provide thorough and accurate responses to formal requests for information (RFIs) and requests for proposals (RFPs) from existing and prospective clients
  • Prepare and organize assessment requests for onsite and remote client reviews / audits
  • Coordinate, participate, and document meetings and conference calls, and handle daily communication with potential and existing clients
  • Track and follow up on tasks associated with new and existing client request and directives
  • Facilitate new client implementations and servicing transfers
  • Distribute information throughout the organization and to its clients ensuring proper implementation and timely completion
  • Provide internal management with appropriate feedback from all communications with potential and existing clients
  • Utilize department’s system-of-record to track numerous work request ensuring ontime completion
  • Assist in managing Client Services inbox

Qualifications and Skills

  • Bachelor’s degree with 3.0 GPA or equivilant work experience
  • Finance or Accounting degree preferred
  • Two (2) years business-to-business experience preferred
  • Two (2) years experience in mortgage servicing, consumer debt collections, or other financial services industries preferred
  • Advanced knowledge of Microsoft Office: Word and Excel
  • Excellent time management skills and ability to work well under pressure
  • Communicate effectively and concisely with all levels of personnel both verbally and in writing
  • Detail oriented with the ability to work independently and within deadlines
  • Effectively prioritize a variety of tasks simultaneously
  • Self-motivated team player with strong organizational skills
  • Poise and professionalism in social settings
  • Ability to maintain confidentiality
Location: Dallas, TX
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Apply at: https://rtrjobs.hiringthing.com/job/67524/b2b-client-services-representative