Client Service Representative

2 days ago


CA United States SoCal Propane Full time
About the Role

We are seeking a highly skilled and detail-oriented Client Associate to join our team at SoCal Propane. As a Client Associate, you will be responsible for providing exceptional client support and administrative services to our clients.

Key Responsibilities
  • Provide timely and effective support to clients via phone, email, online chat, or in person.
  • Coordinate with clients and third-party fiduciaries to ensure all accounts are in good order.
  • Maintain accurate records of client interactions and transactions.
  • Perform various secretarial, clerical, and administrative duties, including creating and maintaining confidential reports and files.
  • Assist with scheduling meetings and appointments, as well as preparing and sending correspondence.
Requirements
  • Bachelor's degree in accounting, finance, or business-related field preferred.
  • Two years of prior administrative office experience (or equivalent experience).
  • Proficient in Microsoft Office (specifically Excel and Word), and Adobe Acrobat.
  • Series 65 license highly desirable.
What We Offer

We offer a competitive salary and benefits package, including 401(k) matching, dental insurance, health insurance, paid time off, and vision insurance.



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