Work From Home - Client Relationship Representative (San Bernardino)

SA Hiring is a dynamic and rapidly growing financial company dedicated to providing exceptional client services.
We are seeking a talented and motivated Remote Client Relationship Representative to join our team.
This position offers the flexibility to work from the comfort of your own home while building strong client relationships through Zoom meetings.
Position Overview: As a Remote Client Relationship Representative, you will be responsible for nurturing and maintaining client relationships through virtual meetings conducted on Zoom.
You will play a vital role in ensuring client satisfaction and identifying opportunities for business growth.
Key Responsibilities: Conduct Zoom meetings with clients to understand their needs, answer questions, and provide product/service information.
Build and maintain strong client relationships by proactively engaging with them and addressing their concerns.
Collaborate with internal teams to ensure client requests are fulfilled promptly and efficiently.
Identify upsell and cross-sell opportunities to increase revenue.
Prepare and deliver presentations to clients as needed.
Keep accurate records of client interactions and transactions.
Stay updated on industry trends and product knowledge to better assist clients.
Qualifications: Proven experience in client relationship management or a related field.
Excellent communication skills, both written and verbal.
Proficiency in using Zoom for virtual meetings.
Strong problem-solving and negotiation skills.
Self-motivated with the ability to work independently.
Exceptional organizational and time management skills.
Benefits: Competitive Wages and Growth Opportunities Work from the comfort of your own home.
Professional development opportunities.
Friendly and supportive team environment.