Customer Service Representative

Commonstake Partners advises owners of private businesses on succession, transaction preparation, and changes in ownership. The Customer Service Representative is the first point of contact for business owners and their staff, answering routine questions, logging and routing requests, and supporting client communications and administrative processes.

Responsibilities:

• Answers the main phone line and the client inbox
• Logs each request and routes it to the right colleague
• Helps clients upload documents to the shared data room and restores their access when it lapses
• Sends reminders for outstanding information requests
• Schedules calls
• Keeps contact details and call notes current in the CRM
• Answers billing questions together with the Accountant
• Sends a short feedback survey when an assignment closes
• Other duties as assigned

Requirements:

• A high school diploma or equivalent
• Experience in customer service, at a call center or at a front desk, including part-time jobs and internships
• Microsoft 365 or Google Workspace
• A CRM such as Salesforce or HubSpot
• Work at an accounting, law or advisory firm
• College coursework in business