Client Services Associate

Pay Rate: $19-22/hr on w2

Top Skills Sought:

Exceptional attention to detail

Dependable and service-oriented mindset

Self-motivated with the ability to work independently

Proven ability to thrive in a fast-paced environment

Qualifications:

1–2 years of experience in financial services and/or customer service

Bachelor’s degree preferred (4-year college degree)

Strong interest in long-term career growth and professional development

Key Responsibilities:

Engage internal clients through both inbound and outbound phone communications

Serve as the primary point of contact, providing ongoing support throughout the account opening process and full account lifecycle

Deliver consistent, world-class service to internal stakeholders

Build and maintain strong relationships while offering solutions aligned with internal policies and procedures

Identify, address, and resolve issues in a timely and effective manner

Demonstrate adaptability and maintain high performance in a fast-paced, evolving environment