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Client Service Associate

Company: Boutique Recruiting
Location: Eagle
Posted on: July 31, 2022

Job Description:

Job Description A well respected investment service company operating out of Eagle, ID is seeking a Client Service Associate to join their team. This company is a branch of a larger credit union serving to the financial needs of their technology-based clients. This is a great opportunity for someone trying to grow within the financial industry The Client Service Associate will be responsible for following through on client requests and preparing documentation. The ideal candidate would have 1-3 years of client service experience. They offer a benefits plan including medical, dental, vision, 401k and more. Apply today Position is 100% onsite. Day to day duties: Keeping a positive demeanor when managing the client experience Proactive outreach Prepare key documents and presentations for client meetings Generating call lists Follow through with client requests and resolve service-related issues Ensure all interactions are updated in the company system Utilize workflows to coordinate service activities and delegate appropriate tasks to team members Various admin and operational tasks as assigned Qualifications Associates degree required 1-3 years of experience with client services Client interfacing experience required Experience with MS required Credit Union/financial services experience preferred LI-POST LI-ONSITE INDNAT ZR

Keywords: Boutique Recruiting, Meridian , Client Service Associate, Other , Eagle, Idaho

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