Client Services Associate

Job Summary
We are seeking a dedicated and proactive Client Services Associate to join our team. In this role, you will be responsible for managing client relationships, ensuring exceptional customer service, and supporting our financial services offerings. The ideal candidate will possess strong communication skills and a keen ability to analyze client needs while leveraging our processes and solutions to enhance customer satisfaction.

Duties

• Develop and maintain strong relationships with clients through effective account management.
• Provide outstanding customer service by addressing inquiries, resolving issues, and ensuring client satisfaction.
• Interact with the clients we work for on daily basis, making sure they feel welcome and comfortable. Must be responsible, upbeat, persistent, and patient.
• Managing the schedule of multiple advisors, incoming mail, and phone calls.
• Able to perform well in high pressure situations.
• Attention to detail in preparing documents for signature and then processing signed paperwork into workflows. Follow up on those workflows to make sure they are executed in a timely manner.

Experience

• Previous experience in account management or customer service is preferred.
• Familiarity with financial services is preffered.
• Strong analytical skills to assess client needs.
• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
• A proactive approach to problem-solving and a commitment to delivering exceptional service.

Although skills, experience, and education are a plus, job selection will emphasize hiring for attitude and coachability. The right applicant can quickly grow skill sets and conquer new opportunities(please look at our website people tab for more). The financial field is ever changing and fast paced, applicant must enjoy learning new things. If you have a solutions seeking mentality, passionate about client success, and eager to contribute to a dynamic team, we encourage you to apply for the Client Services Associate position.

Job Type: Full-time

Pay: $40,000.00 - $47,000.00 per year

Benefits:

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

Compensation Package:

• Bonus opportunities
• Profit sharing
• Yearly bonus

Schedule:

• Monday to Friday

Ability to Relocate:

• Buffalo, NY 14222: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $47,000