What are the responsibilities and job description for the Client Services Associate position at Metro Brokers Florida?
Overview
We are seeking a dedicated and motivated Client Services Associate to join our dynamic team. This role is essential in providing exceptional support to our clients while fostering strong relationships and ensuring their needs are met. The ideal candidate will possess a blend of customer service expertise, project management skills, and a keen understanding of financial services.
Duties
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
- Analyze client needs and provide tailored solutions to enhance their experience.
- Manage multiple projects simultaneously while ensuring timely delivery and adherence to client expectations.
- Utilize Customer Relationship Management (CRM) tools, including Salesforce, to track interactions and maintain accurate client records.
- Collaborate with sales teams to identify opportunities for account growth and market expansion.
- Communicate effectively with clients to provide updates on services, products, and any changes that may affect them.
- Assist in the development of client engagement strategies to strengthen relationships and improve satisfaction.
Experience
- Proven experience in customer service or account management roles, preferably within the financial services sector.
- Strong project management skills with the ability to prioritize tasks and manage time effectively.
- Familiarity with Salesforce or similar CRM systems is highly desirable.
- Excellent communication skills, both written and verbal, with the ability to convey information clearly and professionally.
- A proactive approach to problem-solving with strong analytical abilities.
- Experience in sales or marketing is a plus but not mandatory.
If you are passionate about delivering outstanding client service and thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity as a Client Services Associate.
Job Type: Full-time
Pay: $55,542.00 - $58,959.00 per year
Schedule:
- Monday to Friday
Ability to Commute:
- Windermere, FL 34786 (Preferred)
Ability to Relocate:
- Windermere, FL 34786: Relocate before starting work (Required)
Work Location: In person
Salary : $55,542 - $58,959
