Client Services Coordinator
4 days ago
Client Services Associate Job Description
**Overview**
Pyxai, Inc. is seeking a detail-oriented Client Services Associate to support our financial consultants in delivering exceptional customer service to clients. As a key member of our team, you will assist financial professionals with various tasks, ensuring seamless client interactions and administrative support.
**Key Responsibilities**
* Assist financial advisors with tasks such as document preparation, data entry, and client communication
* Maintain accurate and up-to-date client records and databases
* Provide administrative support for client meetings, including preparation of materials and follow-up
* Respond to client inquiries and resolve issues in a timely and professional manner
* Collaborate with other teams to ensure efficient workflow and high-quality client service
**Requirements**
* High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred
* Experience in a client-facing role or administrative support position
* Proficient in Microsoft Office and other productivity tools
* Excellent communication and organizational skills
* Ability to work independently and as part of a team
**What We Offer**
As a Client Services Associate at Pyxai, Inc., you will have the opportunity to work with a dynamic team, develop your skills, and contribute to the success of our clients. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply.
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