Senior Client Support Specialist

5 days ago


Frederick, Maryland, United States Transcend Practice Management Full time
About This Role

We are seeking a highly skilled and dedicated Senior Client Services Associate to join our team at Transcend Practice Management. This individual will play a critical role in providing exceptional support to our advisory team, ensuring seamless client experiences and satisfaction.

Key Responsibilities
  • Technical Support: Provide timely and accurate support to the advisory team, facilitating efficient task management and enhancing the client experience.
  • Client Meeting Coordination: Stay updated on client meetings, advisor priorities, and project timelines, preparing agendas and gathering necessary documents to ensure organized and productive meetings.
  • Communication and Relationship Building: Handle communication with clients, confirming meeting details, sending reminders, and answering preliminary questions, while continuously staying in relationship with clients and understanding their unique circumstances and needs.
Requirements
  • Bachelor's degree required
  • 5-10 years of experience in the industry required
  • 5+ years as a Client Services Associate (CSA) required
  • Excellent verbal and written communication skills
  • Superior relationship management skills
  • Strong computer desktop skills, including Microsoft Office tools
  • Team player eager to share knowledge and learn from the team
  • Strong client advocate who consistently delivers on commitments
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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