Financial Services Associate

1 week ago


Union, Kentucky, United States Insight Global Full time

We are seeking a highly skilled Financial Services Associate to join our team in Cincinnati. This role offers a competitive salary of $45,000 - $55,000 per year, plus benefits.

Job Description

This is a fantastic opportunity to work in a dynamic environment where you will be responsible for providing exceptional customer service to our clients. You will be the face of our company and play a crucial role in building strong relationships with our clients.

Responsibilities:
  • Provide professional and courteous service to clients via phone, email, or online chat
  • Review and analyze client inquiries or concerns to resolve issues promptly
  • Utilize multiple administration systems to service clients efficiently
  • Proactively conduct outbound calls to follow up on previous client concerns
  • Analyze client trends to identify and mitigate risk to the Enterprise
Requirements

To be successful in this role, you will need:

  • Prior experience in the service industry (working with customers)
  • High school diploma or equivalent
  • Strong communication and interpersonal skills


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