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Financial Client Services Associate

A & A Emergency Road Services
Pittsburgh, PA Full Time
POSTED ON 3/19/2025 CLOSED ON 4/1/2025

What are the responsibilities and job description for the Financial Client Services Associate position at A & A Emergency Road Services?

Overview
We are seeking a dedicated and proactive Client Services Associate to join our dynamic team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met while fostering strong relationships. You will leverage your skills in customer service and project management to enhance client satisfaction and drive retention. The ideal candidate will possess a strong understanding of customer relationship management and be adept at using tools such as Salesforce to manage client interactions effectively.

Responsibilities

  • Serve as the main liaison between clients and internal teams, addressing inquiries and resolving issues promptly.
  • Communicate effectively with clients to understand their needs and provide tailored solutions.
  • Analyze client feedback and market trends to identify opportunities for improvement in service delivery.
  • Manage client accounts, ensuring all information is up-to-date and accurate within our CRM system.
  • Collaborate with sales teams to support account management efforts and drive sales initiatives.
  • Assist in project management tasks related to client onboarding and ongoing support.
  • Provide exceptional customer service by maintaining a positive attitude and professionalism in all interactions.

Experience

  • Proven experience in customer service or client-facing roles, preferably within a SaaS environment.
  • Familiarity with Salesforce or other customer relationship management tools is highly desirable.
  • Strong analytical skills with the ability to assess data and market trends effectively.
  • Excellent communication skills, both verbal and written, with a focus on building relationships.
  • Experience in sales or account management is a plus, demonstrating an understanding of client needs and business objectives.
  • A proactive approach to problem-solving with strong organizational skills to manage multiple tasks efficiently.

Join us as we strive to deliver exceptional service to our clients while fostering a collaborative work environment that encourages growth and development.

Job Type: Full-time

Pay: $65,702.00 - $68,838.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Day shift

Ability to Commute:

  • Pittsburgh, PA 15203 (Preferred)

Work Location: In person

Salary : $65,702 - $68,838

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