Demo

Client Services Associate

Eastside Tech Repairs
Columbus, OH Full Time
POSTED ON 3/20/2025
AVAILABLE BEFORE 5/20/2025

Job Overview
We are seeking a dedicated and detail-oriented 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 and fostering strong relationships. You will leverage your skills in customer service, account management, and market analysis to enhance client satisfaction and drive success within our financial services sector. The ideal candidate will possess a strong understanding of SaaS solutions and have experience with Salesforce or similar Customer Relationship Management (CRM) tools.

Duties

  • Serve as the main liaison between clients and our company, providing exceptional customer service and support.
  • Manage client accounts by analyzing their needs and recommending appropriate solutions.
  • Utilize Salesforce to track client interactions, manage account details, and maintain accurate records.
  • Communicate effectively with clients to address inquiries, resolve issues, and provide updates on services.
  • Collaborate with sales teams to identify opportunities for upselling or cross-selling additional services.
  • Conduct market analysis to understand industry trends and client needs, ensuring we remain competitive.
  • Prepare reports on client feedback and service performance to inform strategic decisions.

Requirements

  • Proven experience in customer service or account management within the financial services industry.
  • Strong analytical skills with the ability to assess client needs and market conditions effectively.
  • Familiarity with Salesforce or other CRM systems is highly desirable.
  • Excellent communication skills, both verbal and written, with the ability to build rapport with clients.
  • Knowledge of SaaS products and services is a plus.
  • Ability to work collaboratively in a team environment while also being self-motivated.

Join us as a Client Services Associate where you can make a significant impact on our clients' experiences while growing your career in a supportive environment.

Job Type: Full-time

Pay: $63,986.00 - $66,280.00 per year

Benefits:

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

Compensation Package:

  • Bonus opportunities
  • Quarterly bonus

Schedule:

  • Day shift

Work Location: In person

Salary : $63,986 - $66,280

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