Client Success Associate
4 days ago
We are a dynamic organization committed to delivering exceptional client service. As a Client Success Associate, you will play a vital role in supporting our financial advisors and clients. If you have a passion for building strong relationships and delivering tailored solutions, we encourage you to apply.
Responsibilities:
- Develop and maintain comprehensive knowledge of our services and offerings to deliver exceptional client service.
- Collaborate with financial advisors to ensure seamless interactions with clients and address their needs effectively.
- Support daily team activities, including coverage of roles in times of absence or increased demand.
- Broaden and deepen client relationships by promoting banking services and products.
- Maintain alignment with bank policies and procedures to support operational excellence and mitigate risk.
Requirements:
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- Strong problem-solving and analytical skills.
- Emotional intelligence and empathy to build strong relationships with clients.
- Experience in account management or client relationship building preferred.
Benefits:
- Competitive hourly rate: $30-$40
- Eligible for annual discretionary incentive plan based on performance
- Opportunity to work in a dynamic and supportive team environment
- Professional development opportunities to enhance your skills and career growth
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