Client Service Associate
We are looking for a new Associate to join our team in a client-facing role focused on delivering a consistent, high-quality experience. This position is integral to supporting client relationships, managing service requests, and ensuring accuracy across all interactions.
What this Role Involves:
- Guide insurance and investment applications
- Prepare materials for client meetings (mostly virtual)
- Coordinate schedules and communicate proactively with clients and advisors
- Maintain accurate and up-to-date CRM and client records
- Help resolve client service requests and follow up
What You Offer:
- 2-3+ years' experience in financial services
- Industry licensing is a plus, but not required
- Strong attention to detail and strong organizational skills
- Clear, professional written and verbal communication skills
- Confidence in connecting with clients by phone and email
- Ability to manage multiple priorities independently
Compensation and Next Steps:
Salary typically ranges from $40,000 to $60,000, depending on your experience.
If you’re looking to build your career in financial services, thrive in a collaborative environment, and are committed to delivering an exceptional client experience, we’d love to connect. Apply today to join our team.
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
Average salary estimate
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