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Client Service Associate

2 months ago

Irvine, California, United States Ronald Blue & Co Full time
Job Summary

We are seeking a highly skilled Client Service Associate to join our Family Office team. As a key member of our operations team, you will be responsible for providing exceptional client service, managing client relationships, and ensuring seamless execution of client requests.

Key Responsibilities
  • Client Service: Serve as the primary point of contact for clients, responding to inquiries, and resolving issues in a timely and professional manner.
  • Account Management: Manage client accounts, including processing transactions, preparing reports, and maintaining accurate records.
  • Operations Support: Provide administrative support to the team, including coordinating meetings, preparing materials, and maintaining office supplies.
  • Compliance: Ensure adherence to company policies, procedures, and regulatory requirements.
Requirements
  • Education: Bachelor's degree in a related field, such as business, finance, or accounting.
  • Experience: Minimum of three years of experience in client service, operations, or a related field.
  • Skills: Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
What We Offer

We offer a competitive salary range of $29.00-$31.50 per hour, with benefits. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.