Client Service Associate

Job description

“Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• assist with operational cash transactions, ensuring requests are processed accurately and in a timely manner
• manage client meeting logistics, including scheduling and conference room bookings “