What are the responsibilities and job description for the Client Service Associate position at 6 Meridian?
Are you a detail-oriented, motivated individual who loves helping others succeed? Do you thrive in a collaborative team environment and excel with deadlines? If so, we want you on our high-performing team at 6 Meridian!
What You'll Do:
- Onboard new client relationships and maintain client records
- Perform account maintenance requests and process money movements
- Assist clients through phone, email, and in-person interactions
What You’ll Bring:
- Industry experience
- Strong communication and interpersonal skills
- Excellent time-management and organizational abilities
- Confidence in handling phone calls and client interactions
- Proficiency with CRM systems (Salesforce), Microsoft Office, and DocuSign
What We Offer:
- Day-one medical, dental, and vision coverage
- Paid parental leave (16 weeks primary, 8 weeks secondary)
- 401(k) match, HSA contributions, student loan assistance, and even pet insurance
At 6 Meridian, we value our people and support their growth. If you're looking for a rewarding role in the finance industry with plenty of opportunities to learn and grow, apply now: https://jobs.dayforcehcm.com/en-US/hightower/CANDIDATEPORTAL/jobs/6759