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Client Operations Specialist

2 months ago

Westport, Connecticut, United States Brewer Morris Full time
Job Summary

Brewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will be responsible for managing client relationships, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions to meet their business objectives.
  • Business Development: Identify new business opportunities and develop strategies to drive growth and revenue.
  • Case Management: Manage complex client cases, ensuring timely and effective resolution of issues.
  • Reporting and Analysis: Generate and analyze reports to track client engagement, sales performance, and business growth.
  • Process Improvement: Continuously evaluate and improve internal processes to ensure efficiency and effectiveness.
Requirements
  • 2-4 years of experience in a client-facing role, preferably in the financial services or insurance industry.
  • Strong customer-centric mindset and ability to build and maintain strong relationships.
  • Project management experience, with a proven track record of problem-solving and creative solution development.
  • Exceptional organizational skills, with a high attention to detail and accuracy.
  • Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint.
  • Financial services or insurance experience a plus.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.