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PR
Personnel Resources
Client Services Associate
Entry-Level JobVerifiedNo experience needed
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Alabama data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$40,000 / year median in Alabama
-2% projected decline
Job Description
We are looking for a friendly, organized Client Service Associate to support our team and provide excellent service to our clients. This role is responsible for gathering client information, maintaining accurate records, and assisting with administrative tasks to ensure a smooth client experience. Responsibilities Request and organize client documents and information. Follow up on outstanding client items. Communicate with clients by phone, email, and client portal. Maintain accurate client records. Assist with onboarding documents, engagement letters, and authorizations. Support staff, managers, and partners with client needs. Help improve office and client service processes. Qualifications High school diploma required; associate or bachelor's degree preferred. Previous customer service or administrative experience preferred. Strong communication and organizational skills. Proficient in Microsoft Office. Ability to manage multiple tasks while maintaining accuracy and professionalism. Ability to handle confidential information with discretion. Personnel Resources is an Equal Oppotunity Employer. #DP1 If you enjoy working with people, staying organized, and providing outstanding customer service, we'd love to hear from you!