Senior Client Services Associate

4 days ago


Frederick, Maryland, United States Transcend Practice Management Full time
Job Description

We are seeking a highly skilled Senior Client Services Associate to join our team at Transcend Practice Management. As a key member of our advisory team, you will provide exceptional technical support to our advisors, ensuring timely and accurate support that enhances the client experience and satisfaction.

Key Responsibilities:
  • Technical Support: Provide expert technical support to our advisory team, ensuring seamless communication and collaboration.
  • Efficient Task Management: Manage tasks efficiently, prioritizing and completing tasks in a timely manner to meet client needs.
  • Client Meeting Coordination: Coordinate client meetings, preparing agendas and gathering necessary documents to ensure a smooth and productive experience.
Qualifications:
  • Bachelor's degree required.
  • 5-10 years of industry experience required.
  • 5+ years of experience as a Client Services Associate required.
  • Excellent verbal and written communication skills.
  • Superior relationship management skills.
  • Strong computer desktop skills, including Microsoft Office tools.
  • Team player with a willingness to share knowledge and learn from others.
Career Growth:

We believe in nurturing your career aspirations and offer diverse career paths that empower employees to pursue their professional goals and develop their skills. Join us as a Senior Client Services Associate and work with successful business owners, families, and individuals, making a life-changing impact on clients who trust us with their dreams and aspirations.



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