Client Service Associate

Job description

Responsibilities: - Serve as the primary, ongoing point of contact for clients, maintaining a professional and responsive relationship. - Process service requests accurately and in a timely manner (e.g., account maintenance, documentation, inquiries). - Manage inbound and outbound client communications with attention to detail, tone, and follow-through. - Coordinate with internal departments (e.g., advisors, operations, compliance) to resolve client issues or requests. - Ensure all client interactions comply with regulatory and company standards. - Maintain accurate and up-to-date records of client interactions in CRM systems. - Proactively identify and anticipate client needs and provide appropriate solutions or referrals. - Continuously build knowledge of company products, services, and systems to better support clients. This role is suited for a professional who: - Seeks long-term stability in a role that is essential to the business. - Finds satisfaction in mastering a craft and building lasting relationships. - Prefers a consistent, clearly defined scope of work. - Values the opportunity to be a go-to expert in their field. - Takes pride in being a top performer in their domai...