What are the responsibilities and job description for the Client Services Associate position at Carrier Wealth Management, LLC?
Job Summary
The Client Services Associate plays a crucial role in ensuring client satisfaction and fostering strong relationships. This position involves engaging with clients to understand their needs, providing exceptional customer service, and supporting account management activities.
Duties
- Serve as the primary point of contact for clients.
- Manage client accounts effectively, ensuring all interactions are documented in the CRM system.
- Assist in the onboarding process for new clients, ensuring a smooth transition and integration of services.
Skills
- Strong background in customer service.
- Proficiency in customer relationship management software.
- Excellent communication skills, both verbal and written.
- Analytical mindset with the capability to assess client needs.
- Ability to work collaboratively within a team environment while also being self-motivated.
This position offers an exciting opportunity for individuals looking to grow their careers in client services within a dynamic environment.
Job Type: Part-time
Pay: $10.00 - $15.00 per hour
Expected hours: 20 – 25 per week
Benefits:
- Paid training
Schedule:
- Monday to Friday
Work Location: In person
Salary : $10 - $15