Client Service Associate

Job Summary

Providing essential administrative and operational support, the full-time Client Service Associate will manage client communications, account administration, and branch operations in a fast-paced, remote environment.

Key responsibilities

• Serve as the primary point of contact for clients, delivering professional service through various communication channels
• Schedule client meetings, prepare documentation, and manage inquiries related to account maintenance and online access
• Coordinate branch operational activities, ensuring compliance and timely processing of client requests

Required qualifications

• 2+ years of experience in customer service with strong communication skills
• 2+ years of experience managing multiple priorities in fast-paced environments
• 2+ years of experience with 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