Equus Workforce Solutions

Education

CustomerServiceLead

$65–85k ~AI est. Houston, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for entry candidates.

The Brief

“Customer Service Lead at Equus Workforce Solutions. Skills: Customer service, Client follow-up, Database management. Respond to business phones. Direct callers to staff”

What You'll Achieve.

Manage client information with 95% accuracy; Route and close out cases within 24 hours; Respond to voicemails within 24 hours

Industry & Context.

Education
Eligibility Requirements

Good standing driver's license

What They're Looking For.

Must Have

High School diploma or GED, 1-2 years clerical experience, 1-2 years customer service experience, Proficient in Microsoft Windows, Proficient in Microsoft Office, Excellent grammar skills, Excellent spelling skills, Excellent typing skills, Ability to maintain confidentiality, Valid Driver's License, Proof of current automobile insurance

Nice to Have

Additional education preferred

What You'll Do.

Respond to business phones

Direct callers to staff

Respond to voicemail messages

Schedule client appointments

Reach out to no-show clients

Respond to virtual chat

Direct chat participants to resources

Follow up with clients via phone

Follow up with clients via text

Follow up with clients via email

Engage with referral database

Create referrals for partners

Manage client information in database

Maintain database with 95% accuracy

Route cases in database

Close out cases in database

Perform client outreach duties

Track customer engagement activities

Report on customer engagement activities

Assist with copying projects

Assist with scanning projects

Assemble informational materials

Assemble informational packets

Assist with general reports

Gather data via computer system

Gather data via printed reports

Assist in scheduling activities

Conduct customer outreach for engagement

Support management with scheduling

Manage unit calendars

How You'll Work.

Team & Collaboration

Fast-paced team environment; Performance driven environment

Communication Scope

Communicate professionally

Full Job Description

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites. • Responds to business phones including directing callers to appropriate staff, responding to voicemail messages left after hours within 24 hours of receipt, scheduling client appointments and reaching out clients who fail to report for appointments. • Respond to virtual chat directing chat participants to appropriate resources via referral or direct engagement • Client follow up via phone, text, email, etc. 72 hours following initial contact. • Engage with system-wide referral database, creating referrals for a diversity of internal and external partners. • Manage client information in a specialized database that includes follow-up appointment with 95% accuracy rate and route and close out cases in database within 24 hours. • May perform client outreach duties • Tracks and reports on customer engagement activities • Assist with copying, scanning projects as needed, sort and distribute materials as needed • Assemble informational materials or packets as requested • Assist with general reports, including data gathering via the computer system, printed reports or other available information • Duties may vary depending on programmatic areas of assignment • Assists in scheduling activities • Conducts additional customer outreach to ensure engagement throughout the service participation processes • Supports management with scheduling appointments and managing unit calendars • Other duties as assigned ## Qualifications • High School diploma or General Education Diploma and one to two years clerical and/or customer service experience in an office setting • Additional education preferred but not required • Proficient in Microsoft Windows and Office (Word,

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