We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service. In this role, you will be the first point of contact for our clients, responsible for understanding their needs and ensuring their concerns are addressed promptly and efficiently. The ideal candidate will possess excellent communication skills and a passion for providing superior support to our customers. As a Client Service Associate, you will collaborate with various departments to deliver seamless service, manage inquiries, and maintain client satisfaction at all levels. You will be responsible for guiding clients through our services and products, offering tailored solutions that meet their requirements. The position requires a proactive approach, problem-solving abilities, and a customer-first mindset. You will also be tasked with documenting client interactions and feedback, contributing to process improvements and overall client service excellence. If you thrive in a fast-paced environment and enjoy building relationships with clients while working as part of a team, this role could be an excellent fit for you. Join us in creating an outstanding experience for our clients and help us move towards our vision of service excellence.
Responsibilities
· Serve as the primary point of contact for client inquiries and issues
· Respond to client requests in a timely and professional manner
· Maintain accurate records of client interactions and transactions
· Identify client needs and provide appropriate solutions or escalate when necessary
· Assist in onboarding new clients by providing information and resources
· Collaborate with internal teams to resolve complex client issues
· Track and analyze client feedback to identify trends and areas for improvement
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Are you ready to launch your career in customer service? We're excited to announce that a fantastic opportunity has opened up for a Client Service Associate at our vibrant company! In this role, you'll be at the heart of our operations, acting as the first point of contact for our valued clients. Your ability to understand their needs and resolve their queries will play a crucial part in reinforcing our commitment to exceptional service. You'll work closely with various departments to ensure clients receive swift and effective support, and you’ll be empowered to offer tailored solutions that truly fit their requirements. Your proactive approach and strong problem-solving skills will be the keys to maintaining client satisfaction and driving service excellence. We're looking for someone who communicates effectively, can multitask seamlessly, and has a passion for helping others. Your day-to-day activities will involve documenting client interactions, addressing inquiries, and even onboarding new clients—a vital aspect of our business! If you thrive in fast-paced environments, enjoy building relationships, and are eager to grow alongside a motivated team, then this Client Service Associate role could be just what you're looking for! Join us, and together we can create exceptional experiences for our clients while moving towards our vision of service excellence!
Kestra Financial provides a financial services platform for financial professionals. Kestra Financial is headquartered in the "Silicon Hills" of Austin, Texas and was founded in 1997.
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