Customer Service Representative - California Society of Municipal Finance Officers

The California Society of Municipal Finance Officers is seeking a dedicated Customer Service Representative to join our team. In this role, you will serve as the primary point of contact for our members and stakeholders, providing exceptional support and assistance related to our services and resources. Your main responsibilities will include addressing inquiries, resolving issues, and ensuring a high level of customer satisfaction. You will play a vital role in promoting our mission to enhance the financial management capabilities of municipal officers across California. This position requires a proactive and communicative individual who is passionate about serving the community and helping members navigate our offerings effectively. If you are a people-oriented professional with a knack for problem-solving and a commitment to excellence, we welcome you to apply and contribute to our vision of supporting transparent and effective public finance.

Responsibilities

• Respond to member inquiries via phone, email, and in-person, providing timely and accurate information.
• Resolve customer complaints or issues by identifying the root cause and offering effective solutions.
• Maintain and update customer records in our database, ensuring information is accurate and current.
• Assist with the coordination of events, training sessions, and workshops for municipal finance professionals.
• Gather feedback from members to continually improve our services and customer support processes.
• Collaborate with other departments to address member needs and enhance service delivery.
• Stay informed about the Society's programs and services to effectively assist members.

Requirements

• High school diploma or equivalent; associate degree or higher preferred.
• Proven experience in customer service or support roles.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to build relationships with diverse stakeholders.
• Proficiency in using customer relationship management (CRM) software and Microsoft Office Suite.
• Ability to work in a fast-paced environment and handle multiple inquiries simultaneously.
• Detail-oriented and capable of maintaining professional standards in all interactions.

Benefits

Benefits: Health, Dental, Life and AD&D Insurance, Employee Wellness and 401k plans and Unemployment benefits payment, Paid Time Off and Holidays