About the role
- Assist with client onboarding and ongoing support
- Collaborate with advisors to ensure client satisfaction
- Maintain accurate client records and documentation
- Handle client inquiries and provide timely resolution
Requirements
- 1+ years experience in client operations or related field
- Strong communication and interpersonal skills
- Ability to work independently and in a team environment
- Proficiency in technology and software applications
- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communication skillsinterpersonal skillsability to work independentlyability to work in a team environment