What are the responsibilities and job description for the Client Support Associate position at The Gleason Group?
Key Responsibilities
- Manage client relationships and respond to client inquiries in a timely and effective manner.
- Maintain accurate records and track client interactions.
- Provide feedback to improve our client experience.
- Prepare, submit, and monitor progress of client forms and correspondence.
- Timely process money movement, ACH's, wires, and other client requests.
