Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
About the role
- Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
Responsibilities
- Ensure excellent customer service, interacting via telephone, email, and in-person.
- Build rapport and assist customers with product orders.
- Interact and provide information in response to inquiries about products and services.
- Determine client needs, offering possible solutions or follow-up as needed.
- Coordinate client service requests, to ensure delivery is in accordance with client expectations.
- Acquire and maintain appropriate interpersonal skills and extensive product knowledge of the full range of products and services.
- Ensure best practices processes and procedures on all administrative and operational activities within the department.
Requirements
- Post-secondary degree or diploma in a related field
- One year experience working within customer service environment involving client care
- A high level of integrity, ethics, and compassion for the care of the deceased is required.
Benefits
- Medical, Dental, and Vision Plans with low co-pays designed to support you and your family
- Company-paid Life, AD&D and LTD insurance for all full-time employees.
- Critical Illness, Accident, and Pet Insurance available as voluntary benefits
- 401(k) with employer match – we invest in your future
- Great Hearts and Minds Program – limited annual subsidy for your dependents’ education
- Tuition assistance – up to $2,000 for approved education courses
- Employee wellness and support programs accessible in an established Employee Assistance Program
- Paid holidays and PTO so you can rest, recharge, and enjoy time with family
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