What are the responsibilities and job description for the Client Service Associate position at Boutique Recruiting?
Hybrid
A booming wealth management firm in Sacramento, CA is seeking a proactive and polished Client Service Associate that is looking to thrive in a client-facing role. This individual will support 40 corporate clients by managing client onboarding, answering inquiries, preparing presentations, and facilitating meetings. Ideal candidates excel at providing top-notch service, are highly organized, and can confidently engage with C-suite executives.
Salary Range : $65,000 - $85,000 / year DOE
Client Service Associate Responsibilities :
- Coordinate and schedule quarterly meetings with clients
- Manage client onboarding processes, including paperwork and DocuSign submissions
- Answer client questions and provide support with platforms and enrollment
- Prepare and deliver client presentations
- Assist in enrollment meetings and facilitate smooth processes
- Maintain client data in CRM systems
- Call insurance carriers and handle related administrative tasks
- Proactively solve problems and ensure timely responses to client needs
- Uphold the company's high standards of client service and professionalism
Client Service Associate Requirements :
Benefits :
If you re organized, proactive, and ready to wear many hats, apply now!
LI-POST #LI-HYBRID #LI-MH2
Salary : $65,000 - $85,000
