Client Service Associate

Job Summary

A company is looking for a Client Service Associate.

Key Responsibilities

• Communicate with clients in a courteous, professional, accurate, and timely manner
• Identify product issues and resolve or escalate them while documenting all client interactions
• Develop strong working relationships across various teams and support new product launches and business initiatives

Required Qualifications

• Bachelor's degree in Finance, Business, or Economics; other majors considered with relevant interest
• Proven experience in a customer service role or contact center is a plus
• Exposure to the financial industry, banking, or commercial real estate is advantageous
• Experience with SalesForce or another CRM is preferred
• Basic understanding of finance and commercial real estate terminology is beneficial