Client Services Representative

• Responding to client inquiries through various channels, including phone, email, and live chat with a positive and warm approach.
• Ensuring the highest level of client satisfaction through problem resolution, information provision, and follow-up support.
• Conducting compliance procedures accurately and confidentially to maintain the integrity of client data.
• Engaging proactively with new clients during onboarding to ensure their experience is smooth and welcoming.
• Identifying opportunities for relationship growth through effective communication and understanding client needs.

Client Services

Associate, Client Services