Job Summary We are seeking a dynamic and proactive Client Service Associate to join our investment team and elevate the client experience. In this role, you will serve as a vital link between clients and our organization, ensuring their needs are met with professionalism, efficiency, and enthusiasm. Your energetic approach will help build strong relationships, manage accounts seamlessly, and support our sales and marketing initiatives. This paid position offers an exciting opportunity to develop your skills in customer relationship management, project coordination, and financial services within a fast-paced environment. Responsibilities Act as the primary point of contact for client inquiries, providing timely and accurate responses to foster positive relationships Manage client accounts using Salesforce and other CRM tools to track interactions, preferences, and service history Coordinate activities related to client onboarding, or service updates to ensure smooth execution Maintain detailed records of all client interactions, service requests, and account updates in compliance with company standards Experience Previous experience in customer service or account management roles is preferred but not mandatory; enthusiasm for learning is key Familiarity with project management principles and tools such as Salesforce or similar CRM platforms Knowledge of SaaS (Software as a Service) solutions or financial services industry is a plus Strong communication skills with the ability to clearly articulate ideas and listen actively Demonstrated analysis skills to interpret data and generate actionable insights Ability to multitask effectively while maintaining attention to detail in a fast-paced setting Join us as a Client Service Associate and become part of a vibrant team dedicated to delivering exceptional service while advancing your career!

Pay:

From $16.00 per hour

Education:

High school or equivalent (Required) Ability to

Commute:

Inverness, FL 34452 (Required)

Work Location:

In person