Client Success Associate

4 days ago


San Jose, California, United States Disability Solutions Full time
About Disability Solutions:

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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