What are the responsibilities and job description for the Client Services Administrator position at Atlantic Group?
Overview
Seeking a dedicated and detail-oriented Client Service Representative to join a dynamic team. In this role, you will serve as a key point of contact for clients, ensuring their needs are met with exceptional service and support. The ideal candidate will possess strong communication skills, a solid understanding of customer relationship management, and experience in project management and sales within the financial services industries. This position offers an opportunity to work in a fast-paced environment where your expertise in account management, marketing, and analysis will directly contribute to client satisfaction and company growth.
Responsibilities
- Act as the primary liaison between clients and the company, addressing inquiries and resolving issues promptly
- Manage client accounts using CRM tools to ensure accurate and up-to-date information
- Support the onboarding process for new clients, providing guidance and training
- Conduct analysis of client data to identify trends, opportunities, and areas for improvement
- Assist in developing tailored solutions that meet client needs within the financial services
- Maintain detailed documentation of client interactions, feedback, and service requests
- Participate in project management activities to ensure timely delivery of services and client satisfaction
Experience
- Proven experience in customer service or account management roles, preferably within financial services industry
- Strong knowledge of project management principles and tools
- Familiarity with CRM platforms
- Experience with sales processes, including upselling and cross-selling strategies
- Excellent communication skills, both written and verbal, with the ability to build strong client relationships
- Ability to analyze data effectively to inform decision-making and strategy development
- Knowledge of marketing concepts and customer relationship management best practices is a plus
- Demonstrated ability to manage multiple priorities in a fast-paced environment
#48026
Salary : $60,000 - $75,000