Job Description: Client Facing Associate

Reports to: Team Leader and President

 

Associate Job Functions:

• Associate’s core focus is to deliver the highest level of customer service and task management to our clients.

• Must be able to toggle daily between multiple clients and a diverse set of projects.

• Represents the Delegate brand according to the guidelines and mission established.

• Executes process for scheduling, inbox, tasks.

• Work with entry teams of talent to (1) provide quality control over completion of tasks for clients and (2) help to identify future talent.

• These multi-taskers must be able to support multiple clients, personalities, deadlines and priorities throughout the day.

• They must be comfortable working collaboratively in teams and available throughout the day during normal business hours.

• Attend and participate in a 15 minute weekly CFA team huddle

• Attend and participate in a 30 minute monthly CFA team training

 

Key Job Duties:

• Achieves customer service objectives by helping to implement productivity plans, delivery work that is of the highest quality, meets customer-service standards; helps resolve problems; executes tasks in a timely way as assigned.

• Updates job knowledge by participating in team building activities, commitment to continuing educational opportunities related to our industry

• Conserves client’s time by reaching out to the team, reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information;

• Completes projects by assigning work to entry talent; following up and checking results.

• First and last line of defense for making sure work is completed/submitted to client with an A+ standard

• Executes tasks and ensures timely, quality delivery of work to our clients

• Maintains customer confidence and protects operations by keeping information confidential.

 

To apply, you must:

1) Be technology savvy

2) Love helping others succeed

3) Have flexible daily availability between 8am-5pm, Monday – Friday. (some off-peak work needed on a client-by-client basis)

4) A noise-free private home office with a door.  You must also have: web cam, smart phone, ability to receive/send faxes; a MAC or PC computer with  Anti-Virus Software, Anti-Spyware, & Firewall (current and regular updates required); reliable internet.

5) Bachelor’s degree preferred

6) Ability to scale from part-time to full-time: MUST BE ABLE TO WORK A MINIMUM OF 25 HRS PER WEEK once you become an employee.

To be considered, currently, you must reside in one of these states: Colorado, Georgia, Kentucky, Missouri, North Carolina, Nevada, New Jersey, Pennsylvania, Tennessee, Texas, Virginia, Washington

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