Job Description:Location - In-OFFICEWage: Starting wage at $18.85/hour plus performance based tiers (The average wage for this team is $23.10.)OverviewClient Portfolio Manager are the point of contact for all current clients. They effectively and efficiently resolve all client concerns by closely monitoring issue trends, consistently proposing system improvements, expertly communicating with clients and account managers, and strategically delegating to other team members. We value analytical thinking here at Conservice, so you'll need to be able to independently reason and make unaided decisions in order to succeed. If you love working with clients, have excellent communication skills, are self-accountable, like to be challenged, are looking to use your time-management skills in a professional environment and enjoy working in a fun, team environment - this position is for you!ResponsibilitiesAs a Client Portfolio Manager, you will be responsible for:Communication/Relationships
Communicate with clients and account managers using phone and email
Offer cause and effect explanations to clients for concerns they have
Develop beneficial, long lasting relationships with clients
Work closely with Account Managers to ensure that client needs are met
Follow up with Conservice team members to ensure that solutions are found
Lead (or participate in) regularly scheduled client calls
Organization/Planning
Organize workload by filtering emails based on priority
Organize and track information to effectively prioritize time and efforts
Delegate and follow up on client issues with relevant teams to ensure timely resolution
Work with all other Synergy teams to ensure a smooth flow of the bill payment process
Monitor and discuss trends with clients and team members, then propose system improvements
Provide system enhancements for the overall bill payment process
Create weekly meeting agendas
Problem Solving/Reporting
Communicate with leadership and clients regarding challenges and brainstorm ideas to resolve
Help identify and correct accuracy issues throughout the bill payment process
Perform a variety of data entry and maintenance tasks in company software
Compile reports for clients using company software
Build customized reports for clients by working with the IT department
Requirements:Education & Experience
Direct customer contact experience preferred
Intermediate skill with Microsoft Excel, Word, Google Services, and Conservice software
6 months with the company preferred - with a thorough knowledge of Synergy and Conservice processes
