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Client Services Associate

Carrier Wealth Management, LLC
Lafayette, LA Full Time
POSTED ON 1/31/2025 CLOSED ON 3/30/2025

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

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