Client Services Associate

The Client Service Associate sits on-site with the client and ensures the security and preservation of records.

Key Responsibilities:

• Monitor and listen to customers to understand inquiries and requests in order to provide accurate information and prompt assistance
• File and retrieve documents as required either, hard copy, electronically or microfiche
• Coordinate information creation, receipt, storage retrieval and disposition
• Catalog electronic records in accordance with established procedures and records management standards.
• Ensure security and preservation of records in records centers and inactive records
• Exhibit excellence in customer service and the ability to serve others
• Ensure application of retention schedules to inactive records
• Answer verbal, telephone, written and E-mail inquiries, regarding records requests in an efficient manner
• Prepare new files within the records system guidelines
• Other duties as assigned

Competencies:

• Results oriented
• Driven by client satisfaction
• Strong integrity, solid business ethics
• Ex