Serve as the primary, ongoing point of contact for clients, maintaining a professional and responsive relationship
Process service requests accurately and in a timely manner (e.g., account maintenance, documentation, inquiries)
Manage inbound and outbound client communications with attention to detail, tone, and follow-through
Coordinate with internal departments (e.g., advisors, operations, compliance) to resolve client issues or requests
Ensure all client interactions comply with regulatory and company standards
Maintain accurate and up-to-date records of client interactions in CRM systems
Proactively identify and anticipate client needs and provide appropriate solutions or referrals
Continuously build knowledge of company products, services, and systems to better support clients

3+ years of experience in a client service, administrative, or operations role (preferably in financial services, legal, or other professional services industry)
Ability to effectively manage ambiguity and receive direction from multiple stakeholders while working on daily priorities
Proficiency with common business software and CRM systems
Strong organizational skills and attention to detail
Excellent written and verbal communication
Ability to handle confidential information with discretion
Consistent and dependable work ethic with a client-first mindset

Client Service Associate

Key skills