Enhance participant experiences as a Client Service Associate focusing on customer inquiries and requests. In this hands-on role, you'll engage clients effectively using your banking expertise and exceptional communication skills.
Join a dynamic banking environment where you will respond to client inquiries, manage data accuracy, and process audit requests. This position requires 1-2 years of customer service experience, with strong organization and detail orientation. You will work collaboratively with team members and management to ensure a seamless client journey.
Key Responsibilities:
- Assist clients with inquiries via phone and email
- Track client requests using Customer Service Management System
- Ensure data accuracy for all client information
- Process audit confirmation requests promptly
- Support team members with various duties
Requirements:
- Associates Degree or higher required
- 1-2 years of customer service experience preferred
- Proficiency in Outlook and Excel required
- Strong communication skills for client interactions
- Must work effectively in a team-oriented environment
Utilize your interpersonal skills and banking knowledge to elevate client service in this engaging role.
Client Service Associate in Banking in Quinte West employer: PTMA Financial Solutions
As a Client Service Associate, you'll thrive in a dynamic and supportive work environment that prioritizes exceptional client experiences and teamwork. Our company fosters a culture of growth, offering opportunities for professional development while ensuring a healthy work-life balance. Located in Colorado, we provide competitive compensation and a collaborative atmosphere where your contributions are valued and recognized.
