Customer Service Representative jobs in United States
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Wolters Kluwer · 1 day ago

Customer Service Representative

Wolters Kluwer is a global leader in professional information services, seeking a dynamic Customer Service Representative to join their team. The role involves managing customer relationships and providing consultative service to help clients navigate compliance challenges in lien management.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Deliver prompt and professional service to our customers (Banks, Leasing & Lending Companies, or Corporations) through verbal and written communications
Provide consultative customer service; help to identify customers compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to lien management compliance
Maintains a clear understanding of client requirements, building and maintaining strong client relationships
Proactively manage the full-life cycle of the order process and drive cross-selling opportunities to promote additional offerings to meet our customer needs
Efficiently manage, organize, and prioritize high volumes of requests using Salesforce and other internal systems to ensure timely and accurate customer responses. Proactively asking clarifying questions rather than making assumptions about customer needs
Operates efficiently with minimal supervision, demonstrating self-motivation and the ability to work independently
Strive to become a subject matter expert in the department, company, and industry by continuously learning through job-related training and extensive work experience
Must demonstrate sound judgment, tact, and diplomacy when interacting with both internal and external customers, and possess the capability to manage confidential and proprietary information effectively
Fosters respectful and supportive team relationships by treating others with respect, being sensitive to diverse needs, listening humbly, embracing change, and advocating for continuous improvement and change management

Qualification

B2B customer serviceSalesforceMicrosoft Office SuiteAnalytical skillsOrganizational skillsMulti-taskingSound judgmentProblem-solving skillsTime managementCommunication skills

Required

Bachelor's degree from an accredited college/university or equivalent B2B client service experience
Strongly preferred minimum of two years of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail and/or legal industry

Preferred

Strong organizational, time management and multi-tasking skills
Ability to absorb product knowledge quickly and process information to apply to customer needs
Ability to make sound business decisions and exercise discretion and judgment
Ability to appropriately balance the quantity and quality of work
Dedicated to achieving targets and consistently producing high-quality, accurate results
Experience generating add-on sales revenue preferred
Strong analytical and problem-solving skills
Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint, Adobe, and Outlook

Company

Wolters Kluwer

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Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.

Funding

Current Stage
Public Company
Total Funding
$1.78B
2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M

Leadership Team

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Jason Marx
CEO, Wolters Kluwer Tax & Accounting
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Nancy McKinstry
CEO
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Company data provided by crunchbase