What are the responsibilities and job description for the Client Services Associate position at Vanguard Staffing?
We are seeking a highly motivated and customer-focused Client Services Associate to join our client's team. This role is ideal for someone who thrives in a fast-paced environment and enjoys providing exceptional service to clients. As a Client Services Associate, you will be responsible for assisting clients with inquiries, ensuring timely resolution of issues, and providing general support regarding their accounts and services.
This position is full-time Monday to Friday in office.
Responsibilities :
- Serve as the first point of contact for clients, addressing inquiries, providing assistance, and offering solutions related to self-directed retirement accounts and services
- Assist clients in navigating account setup, funding, and transaction processes.
- Manage client communications via phone, email, and other channels, ensuring high levels of professionalism and responsiveness.
- Collaborate with internal departments, such as account management and operations, to ensure smooth client interactions and timely resolution of issues.
- Help clients understand the benefits and features of the company's services, including alternative asset investments.
- Maintain and update client records, ensuring accuracy and compliance with regulatory standards.
- Identify opportunities for process improvements and contribute ideas to enhance the overall client experience.
- Provide administrative support to the client services team as needed.
Qualifications :
