Client Service Associate

Key responsibilities

• Build and maintain relationships with clients by providing prompt and accurate support
• Address client inquiries and concerns via phone email and inperson meetings
• Collaborate with internal teams to ensure client needs are met
• Assist in the onboarding of new clients and provide product/service demonstrations
• Resolve client issues and escalate complex matters to the appropriate department
• Manage client accounts and ensure accurate and uptodate information
• Prepare and deliver reports to clients regarding their accounts or services
• Assist in the development and implementation of client service policies and procedures
• Manage and prioritize multiple client requests and tasks
• Coordinate and participate in client meetings and presentations
• Conduct client satisfaction surveys and analyze feedback
• Stay updated on industry trends and changes to better serve clients
• Collaborate with sales and marketing teams to support client retention and expansion
• Participate in company events and client appreciation initiatives
• Adhere to all compliance and regulatory standards

Required qualifications

• Bachelors degree in Business Marketing or related field
• Proven experience in a clientfacing role or customer service position
• Excellent communication skills both verbal and written
• Strong interpersonal skills and ability to build rapport with clients
• Ability to prioritize and manage time effectively
• Problemsolving skills and ability to handle difficult situations with professionalism
• Proficient in CRM software and Microsoft Office suite
• Ability to work independently and as part of a team
• Detailoriented with excellent organizational skills
• Understanding of financial services and products (preferred)
• Ability to adapt to a fastpaced and dynamic work environment
• Strong ethical standards and commitment to client confidentiality
• Willingness to continuously learn and improve client service skills
• Professional demeanor and appearance
• Certifications in client service or related areas (a plus)

communication,customer service,time management,organization,customer,client accounts,crm software