What are the responsibilities and job description for the Client Service Associate position at Tri-Starr Services of Pennsylvania Inc?
Join Our Client's Team as a Client Service Associate!
Are you passionate about providing outstanding customer service and supporting client relationships? This is a fantastic opportunity for someone eager to make a meaningful impact in a collaborative, growth-minded team. If you're detail-oriented, organized, and enjoy working in a professional yet welcoming environment, this role could be a perfect fit for you.
What You’ll Do
- Support clients by preparing and processing account paperwork, ensuring smooth account maintenance
- Assist with transactions like incoming transfers, checks, and deposits
- Follow up with clients to gather required information and documents
- Manage electronic client files and update CRM systems
- Collaborate with team members to deliver seamless service and support ongoing projects
- Monitor account alerts and perform daily investment tasks
Qualifications / What We’re Looking For
- Undergraduate degree or similar work experience
- Excellent verbal and written communication skills
- Strong organizational skills and attentive to detail
- Basic proficiency in Microsoft Office
- Ability to manage multiple priorities with professionalism and discretion
Why Join the Team?
Enjoy a supportive, faith-based environment with opportunities for learning and growth, and a team dedicated to excellence. If you’re looking to grow your career in client service, we want to hear from you!
Job Details
- Job Type: Permanent
- Pay / Salary: $53,000 - $63,000 annually
- Hours / Schedule: Full Time
- Location: Onsite in Gap, PA
We look forward to reviewing your application!
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Salary : $53,000 - $63,000