Client Service Associate

Client Service Associate

We are seeking a detail-oriented and client-focused professional to join our team as a Client Service Associate. This role supports both clients and internal teams by ensuring smooth account processes, delivering excellent service, and maintaining accurate records and documentation.

Responsibilities:

• Provide a high level of client support and ensure satisfaction
• Respond to client questions and requests promptly
• Assist clients in understanding account features, options, and available resources
• Coordinate documentation for new and existing accounts
• Research and gather client or industry-related information when needed
• Contribute to internal and external communications, including newsletters and reports
• Process service requests while ensuring compliance with required documentation
• Prepare materials such as reports, spreadsheets, and presentations for client meetings
• Keep databases and contact management systems up to date
• Maintain current knowledge of company offerings and services
• Organize and update client and company files and contracts
• Draft correspondence, assist with mailings, and support other communications
• Provide general administrative and clerical support as needed

Benefits:

• Health, dental, and vision 100% covered for employee
• PTO
• Parental leave
• Employer paid life and disability coverage
• Retirement Simple IRA Plan with 3% company match

Requirements Qualifications and Skills:

• High school diploma required; additional education a plus
• 3–5 years of experience in client service, operations, or administrative support
• Familiarity with financial or regulated industries preferred
• Proficiency in Microsoft Office Suite
• Strong organizational skills with excellent attention to detail
• Outstanding written and verbal communication abilities
• Exceptional customer service orientation
• Ability to manage multiple tasks, work independently, and collaborate within a team