Client Service Associate

Job Summary

Providing essential administrative and operational support, the full-time Client Service Associate will manage client inquiries, schedule meetings, and ensure accurate account administration while working in a fast-paced, team-oriented environment.

Key responsibilities

• Serve as the primary point of contact for clients, delivering professional service through various communication channels
• Coordinate client meetings, prepare documentation, and assist with follow-up tasks to enhance client experience
• Maintain accurate client information and manage requests related to account maintenance and operational activities

Required qualifications

• 2+ years of experience in customer service with strong communication skills
• 2+ years of experience managing multiple priorities in fast-paced environments
• Proficiency in Microsoft Office Suite and CRM systems
• Associate's or Bachelor's degree, preferably in Business, Accounting, or Finance
• 1-2 years of experience in financial services or administrative support roles