What are the responsibilities and job description for the Client Service Specialist position at Strategic Financial Group with Ameriprise?
Job Summary
We are seeking a dedicated and detail-oriented Client Services Specialist to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met while fostering strong relationships. You will leverage your expertise in customer service and account management to support our clients in navigating our SaaS solutions effectively. The ideal candidate will possess excellent communication skills and a strong background in project management and customer relationship management within the financial services sector.
Responsibilities
- Serve as the main liaison between clients and the company, addressing inquiries and resolving issues promptly.
- Manage client accounts, ensuring satisfaction through regular check-ins and updates on product usage.
- Collaborate with sales teams to identify opportunities for upselling and cross-selling services to existing clients.
- Utilize Salesforce and other CRM tools to track client interactions and maintain accurate records of communications.
- Conduct training sessions for clients on our SaaS products, ensuring they understand features and benefits.
- Monitor client feedback and market trends to provide insights for product improvements.
- Assist in project management tasks related to client onboarding and ongoing support initiatives.
Qualifications
- Proven experience in customer service, account management, or a related field.
- Strong understanding of SaaS products and their application in financial services.
- Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
- Familiarity with Salesforce or similar customer relationship management software is preferred.
- Demonstrated ability to manage multiple projects simultaneously while maintaining attention to detail.
- A proactive approach to problem-solving with strong organizational skills.
- Ability to work collaboratively within a team environment while also being self-motivated.
If you are passionate about delivering exceptional client experiences and have the skills outlined above, we encourage you to apply for this exciting opportunity as a Client Services Specialist.
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Ability to Commute:
- De Pere, WI 54115 (Preferred)
Ability to Relocate:
- De Pere, WI 54115: Relocate before starting work (Preferred)
Work Location: In person
Salary : $20