Senior Client Service Associate

2 weeks ago


Washington, United States Transcend Practice Management Full time
Senior Client Service Associate

We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and ensuring the highest level of satisfaction for our clients.

Key Responsibilities:
  • Directly liaise with clients to understand their concerns and needs
  • Onboard new clients and ensure completeness and accuracy of client records
  • Schedule client meetings and reviews with advisors
  • Enhance client relationships with outstanding service
  • Proactively identify opportunities to add value to the company
  • Prioritize Principals' time, initiatives, and mental energy
  • Manage technology for Principals' brand and reputation
Qualifications:
  • BS/BA Required
  • 4-6 years' experience in the financial services industry
  • Minimum 2 years' experience in client service administration
  • Detail-oriented, efficient time management, and organizational skills
  • Superior interpersonal, oral, and written communications skills
  • Excellent attitude and an extraordinary client service orientation

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