Client Services Ambassador

6 days ago


Provo, Utah, United States Hire Integrated Full time

Job Overview:

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  • This role is a great opportunity to build strong relationships with clients and third-party professionals through prompt and accurate communication.
  • You will be responsible for cultivating trust with our clients by providing exceptional service and support.

About the Role:

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  • Cultivate strong and trusted relationships with clients and third-party professionals through prompt and accurate communication.
  • Assist the Client Services Coordinator to ensure all client information and documents, and calendar events are accurate.
  • Coordinating calls, meetings, and consultations with clients' financial advisors, accountants, and other professionals.
  • Provide professional communication in various mediums including in person, phone calls, texts, email, and fax.
  • Monitor and report on Client Experience goals, workflows, productivity, and deadlines.

Responsibilities:

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  • Cultivate strong relationships with clients and third-party professionals.
  • Ensure all client information and documents are accurate and up-to-date.
  • Coordinate calls, meetings, and consultations with clients and their professionals.
  • Provide exceptional customer service and support.

Requirements:

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  • Bachelor's degree in Communications, Business or related field preferred.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Proficient in Microsoft Office and Google Suite.

What We Offer:

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  • A competitive salary of $18-23/hour (DOE) + generous benefits package.
  • A comprehensive training program to help you grow and develop in your role.
  • A dynamic and supportive team environment.
  • The opportunity to make a real difference in people's lives.


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