Client Services Administrator at Attivo fostering relationships with clients and handling inquiries. Supporting Financial Planners and ensuring exceptional customer service while adhering to compliance regulations.
About the role
- Client Care Specialist at Gateway Services Inc. ensuring professional customer service through effective focus and operations. Responsible for client inquiries and service requests in a team-oriented environment.
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.
- Any other duties as assigned.
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
- 3 national medical plans that pay 100% after the members’ deductible and copays
- 2 national dental plans that cover many services at no cost to the plan members
- National vision plan
- Company paid Life/ AD&D and LTD for all full-time employees
- Chance to purchase additional Life/AD&D coverage at discounted rates
- Critical Illness, Accident and Pet insurance are offered as an employee’s choice
- Tax savings account: HSA, Health and Dependent Care FSAs
- 401(k) Retirement plan
- Potential for Career Growth
- Employee Assistance Program
- Paid Holidays & Time Off
- A Sense of Community
- Great Hearts & Minds Scholarship Program
- Gateway Tuition Reimbursement Program
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Client Services Administrator at Attivo, fostering client relationships and providing administrative support in hybrid work setup. Required to be in office at least 3 days a week, remote for remaining days.
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