Client Relationship Manager

3 weeks ago


Santa Barbara, California, United States Heather Stern Full time

At Heather Stern, we are seeking a skilled Client Service Associate to join our team. As a key member of our client support team, you will play a vital role in delivering exceptional service to our valued clients.

Job Overview

We offer a competitive salary of $65,000 per year, commensurate with experience and qualifications.

This is a full-time position based in the United States.

Key Responsibilities

As a Client Service Associate, your primary responsibilities will include:

  • Providing timely and accurate information to clients via phone and email.
  • Assisting with onboarding new clients and guiding them through the process.
  • Addressing client inquiries and concerns promptly, ensuring high levels of satisfaction.
  • Verifying and facilitating client account transactions, including deposits, withdrawals, and other activities.
  • Collaborating with cross-functional teams to resolve client issues and enhance service delivery.
  • Maintaining up-to-date knowledge of products/services to offer comprehensive support.
  • Contributing to the development of client service strategies to optimize customer experience.
  • Managing client documentation and ensuring accuracy in records and data entry.
  • Monitoring client accounts, contracts, and agreements to ensure compliance.
Requirements

To be successful in this role, you will need:

  • A bachelor's degree in business, communications, or a related field.
  • Proven experience in client services or a similar customer-facing role.
  • Strong communication and interpersonal skills.
  • Detail-oriented with excellent organizational abilities.
  • Ability to multitask and prioritize in a fast-paced environment.
  • Familiarity with CRM systems and proficiency in MS Office suite.
  • Problem-solving skills and a proactive approach to client satisfaction.
  • Knowledge of the industry and market trends is a plus.
  • Ability to work collaboratively within a team and independently.
  • Exceptional time management skills.


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