We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service. In this role, you will be the first point of contact for our clients, responsible for understanding their needs and ensuring their concerns are addressed promptly and efficiently. The ideal candidate will possess excellent communication skills and a passion for providing superior support to our customers. As a Client Service Associate, you will collaborate with various departments to deliver seamless service, manage inquiries, and maintain client satisfaction at all levels. You will be responsible for guiding clients through our services and products, offering tailored solutions that meet their requirements. The position requires a proactive approach, problem-solving abilities, and a customer-first mindset. You will also be tasked with documenting client interactions and feedback, contributing to process improvements and overall client service excellence. If you thrive in a fast-paced environment and enjoy building relationships with clients while working as part of a team, this role could be an excellent fit for you. Join us in creating an outstanding experience for our clients and help us move towards our vision of service excellence.
Responsibilities
Serve as the primary point of contact for client inquiries and issues
Respond to client requests in a timely and professional manner
Maintain accurate records of client interactions and transactions
Identify client needs and provide appropriate solutions or escalate when necessary
Assist in onboarding new clients by providing information and resources
Collaborate with internal teams to resolve complex client issues
Track and analyze client feedback to identify trends and areas for improvement
Requirements
Benefits
Job Function: Banking / Finance
Job Type: Full Time
Workplace Type: Not Specified
Experience Level: Not Specified
Salary: Competitive & Based on Experience
Experience: 0 - 0 yrs
Company Name: Kestra Financial Independent Advisor
Recruiting People: HR Department
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Kestra Financial Independent Advisor • Avon, CT, USA
Salary: Competitive & Based on Experience
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