Client Service Associate supporting high - net - worth clients by ensuring transaction completion and relationship management. Working within a centralized task queue to enhance client satisfaction and retention.
About the role
- Client Service Consultant responsible for managing client inquiries and service delivery excellence. Building strong relationships with clients while proactively resolving issues in a hybrid work environment.
Responsibilities
- Serve as primary point of contact for a designated book of business
- Proactively identify and resolve client issues
- Attend geographically assigned local market client/broker meetings
- Build strong relationships with the client/broker
- Make independent decisions and present proactive solutions/approaches
- Provide subject matter knowledge to cross-functional teams
Requirements
- Bachelor/Associate’s degree in a related field preferred or at least 3+ years of related experience
- Previous sales operations, service, sales support skills
- Strong analytical and problem solving skills
- Strong attention to detail
- Strong communication and interpersonal skills (verbal, written)
- Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Salesforce
Benefits
- Medical, vision, dental insurance
- Well-being and behavioral health programs
- 401(k) with company match
- Company paid life insurance
- Tuition reimbursement
- Minimum of 18 days of paid time off per year
- Paid holidays
Job title
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