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  • Customer Service Representative

    JMR Financial Group Inc.
    Job Description
    The Customer Service Representative is the first point of contact with many JMR client interactions. The Customer Service Representative is responsible for setting a positive tone with all clients and staff while presenting a clean and welcoming environment for all. Essential Duties & Responsibilities Receptionist Duties I. Face & Voice of JMR. Promptly greet clients on the phone and in the office. Offer refreshment to clients as they enter the office. II. Client Communication. Calls (In-Bound & Out-Bound). Mail (Responsible for In-Bound & Out-Bound Mail). Email. In Person. III. Office supply ordering. IV. CRM client maintenance. V. Office cleaning. VI. Liaison w/marketing firm. VII. General administrative support for all departments. VIII. Other duties as requested. Education Required Required: High School Diploma or equivalent. Preferred: Associate or Bachelor’s degree in accounting, business or finance. Amount and Type of Experience Required: 1-2 years of office reception experience. Ability to organize, multi-task and prioritize. Exemplary customer service. Solid ability to communicate with clients both written and verbally. Preferred: SKILLS Adaptability and flexibility Demonstrated competence Demonstrated leadership abilities Effective verbal and written communication skills Good multi-tasking and problem-solving skills Good listening and communication skills Proficient in Microsoft Suite software including Outlook, Word and Excel. Effective verbal and written communication skills
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