Job Overview
We are seeking a dynamic Client Services Associate to join our team. The ideal candidate will play a crucial role in managing client relationships and ensuring exceptional service delivery.
Responsibilities
- Communicate with clients to understand their needs and provide tailored solutions
- Manage client accounts, ensuring satisfaction and retention
- Collaborate with internal teams to address client inquiries and resolve issues promptly
- Utilize financial services knowledge to support clients in achieving their goals
- Assist in project management activities to drive client success
Skills
- Proficient in customer relationship management
- Experience in account management within the financial services industry
- Strong project management skills
If you are a proactive individual with a passion for delivering exceptional client service and possess the skills mentioned above, we encourage you to apply for this exciting opportunity as a Client Services Associate.
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
