Entry level Client Relations

2 weeks ago


Houston, United States Texas Affluent Inc Full time

We are currently seeking a dynamic and motivated Entry-Level Client Relations Associate to join our team.

Job Summary:

The Entry-Level Client Relations Associate will be responsible for supporting the Client Relations team in maintaining strong relationships with our clients. This position requires excellent communication skills, a proactive attitude, and a passion for delivering exceptional customer service. The successful candidate will assist in managing client inquiries, resolving issues, and ensuring client satisfaction.

Key Responsibilities:

Client Interaction:

Serve as the first point of contact for client inquiries via phone, email, and in-person.

Respond promptly and professionally to client requests and issues.

Maintain a positive and empathetic attitude toward clients at all times.

Support and Administration:

Assist in managing client accounts, including data entry and updates in the CRM system.

Prepare and distribute client-related reports and documentation.

Schedule and coordinate client meetings, calls, and follow-ups.

Problem Resolution:

Identify and troubleshoot client issues, escalating to senior team members when necessary.

Follow up with clients to ensure their concerns are addressed and resolved satisfactorily.

Document client interactions and feedback to help improve services and processes.

Relationship Building:

Develop and maintain strong relationships with clients by understanding their needs and providing personalized service.

Collaborate with internal teams to ensure a seamless client experience.

Assist in client onboarding and training sessions.

Continuous Improvement:

Stay informed about company products, services, and industry trends.

Provide feedback and suggestions for improving client relations processes and tools.

Participate in training and development opportunities to enhance skills and knowledge.

Qualifications:

Education:

High school diploma or Associates Degree

Experience:

0-2 years of experience in client relations, customer service, or a related field.

Skills:

Excellent verbal and written communication skills.

Strong interpersonal skills with the ability to build and maintain relationships.

Problem-solving skills with a proactive approach to resolving issues.

Detail-oriented with strong organizational and multitasking abilities.

Ability to work independently and as part of a team.

Key Competencies:

Customer Focus: A strong commitment to understanding and meeting the needs of clients.

Communication: Clear, concise, and effective communication with clients and team members.

Adaptability: Ability to adjust to changing client needs and handle multiple tasks simultaneously.

Empathy: Understanding and addressing client concerns with sensitivity and care.

Proactivity: Taking initiative to anticipate client needs and potential issues.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: This job description is intended to provide a general overview of the position and is not an exhaustive list of duties and responsibilities. The company reserves the right to modify the job description as needed.



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