Client Service Associate

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day-to-day client service needs. This is an onsite position based in Fairfield County, CT.

Client Service Associate’s Responsibilities And Duties

• Create and maintain new client profiles and records
• Respond to client inquiries in a professional and timely manner
• Pull client statements and assist with account-related documentation
• Utilize Salesforce to enter workflows, update records, and track activities
• Coordinate and manage heavy calendaring for the CEO
• Schedule internal and external meetings, including client meetings
  
  

Client Service Associate’s Qualifications And Skills

• At least 2 years of experience in an administrative, executive assistant, client service, or financial support role
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Experience with Salesforce or similar CRM platforms
• Excellent verbal and written communication skills
• Ability to work independently and anticipate needs proactively
• Strong attention to detail and problem-solving skills
• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel
  
  

RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.

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