Job Summary
A financial services company is searching for a person to fill their position for a Remote Client Success Associate.
Core Responsibilities of this position include:
- Providing top quality service to state auto-IRA program administration clients
- Being a team player to support the management of client relationships
- Develop and maintain a strong business partnership relationships
Skills and Requirements Include:
- 1-3 years of experience including client service and retirement relate
- Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and more
- Develop and maintain a strong business partnership relationships
- Create tickets and providing follow-up as required
- Conduct appropriate and timely follow up to ensure the highest level of service
