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SM
S.E. Minor & Co.
Operations & Client Services Associate
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Connecticut 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.
$48,996 / year median in Connecticut
-2% projected decline
Job Description
Operations & Client Services Associate S.E. Minor & Co. Greenwich, CT Job Details Full-time $55,000 - $70,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Qualifications Teamwork Administrative experience Client services Organizational skills Clerical experience Full Job Description Overview We are seeking a highly organized, dependable, and proactive Operations & Client Services Associate to support the day-to-day operations of our office. The ideal candidate has strong operations, computer, and client service skills, excellent attention to detail, and the ability to manage multiple tasks efficiently. This role is important to keeping the office organized, supporting invoicing and document management, and ensuring that clients receive professional and responsive service. The position is well suited for someone with a couple of years of professional experience who enjoys working as part of a collaborative team. Responsibilities Respond to general client inquiries and route requests to the appropriate team member. Assist with preparing, processing, and distributing invoices. Scan, file, organize, and maintain project, client, and administrative documents. Maintain accurate electronic and paper filing systems. Perform data entry and update client, project, and billing information. Assist with incoming and outgoing calls, emails, mail, correspondence, and document distribution. Provide general administrative support to management and project teams. Track outstanding information and follow up on administrative items as needed. Assist with proofreading documents and correspondence for accuracy and clarity. Use Microsoft Office programs, including Outlook, Word, and Excel, to prepare documents and manage information. Support other office operations and administrative responsibilities as needed. Experience Two or more years of experience in an administrative, client service, billing, front desk, or general office role is preferred. Strong organizational skills with the ability to prioritize tasks and manage multiple responsibilities. Professional written and verbal communication skills. Excellent telephone etiquette and a client-service-oriented approach. Strong attention to detail and accuracy. Proficiency with Microsoft Outlook, Word, and Excel. Experience with invoicing, accounting software, or project management systems is a plus. Strong typing, filing, scanning, and general clerical skills. Ability to learn new systems and office procedures. Dependable, punctual, and able to work independently while also contributing as a collaborative team member. This position requires a motivated individual who takes pride in keeping work organized, supporting colleagues, and providing a high level of service to clients. We encourage qualified candidates who thrive in a professional, fast-paced environment to apply.