Associate Client Specialist I

We’re seeking a motivated professional with corporate and customer service experience to join our collaborative, family-oriented team. If you’re detail-driven, tech-savvy, and thrive in a supportive environment, we’d love to hear from you.

Responsibilites

• Develop foundational knowledge of products for Financial Services clients to support client due diligence and transactional needs.
• Learn to interpret client requirements, research information, and prepare documentation in accordance with established procedures and quality standards
• Build proficiency in company systems, workflows, and quality standards to accurately support the fulfillment of client requests.
• Maintain accurate documentation, client notes, and order records while developing strong attention to detail and problem-solving skills
• Progress toward independently managing basic client requests while meeting established accuracy, quality, and service expectations.

Requirements

• Advancement from previous level, industry experience, or similar professional experience
• Strong organizational, multitasking, and communication skills
• Excellent customer service mindset with strong interpersonal skills
• Detail-oriented, organized, and capable of managing multiple priorities under deadlines

Additional Information

Job Type: In-Office, M-F Hours: 9:00 a.m. – 5:00 p.m. Salary Range: $42-45K