Job Description
Job Description
PrideStaff Financial is seeking a highly motivated and service-oriented Client Experience Representative to join a reputable investment firm in Palm Beach Gardens that is dedicated to providing exceptional service and building lasting relationships. This integral role is essential for delivering an extraordinary client experience and supporting internal team members.
Duties of a Client Service Associate:
• Serve as the primary point of contact for clients, addressing inquiries, concerns, and requests in a timely and professional manner
• Develop and maintain positive relationships with clients through proactive communication and excellent customer service
• Collaborate with internal teams to resolve complex client issues and ensure client satisfaction
• Analyze client feedback and data to identify trends and opportunities for improvement in our products and services
• Conduct regular check-ins with clients to assess their needs and ensure they are maximizing the value of our offerings
• Assist in onboarding new clients and provide guidance on product features and best practices
• Maintain accurate and up-to-date client records in our CRM system
• Participate in client training sessions and webinars to enhance their understanding of our products and services
• Contribute to the development of client-facing materials, such as user guides and FAQs
• Escalate critical issues to appropriate teams or management when necessary
• Stay informed about industry trends and competitor offerings to provide valuable insights to clients
• Participate in team meetings and contribute ideas for improving client experience processes
Skills Required for the Client Service Representative
• Bachelor's degree in Business, Communications, or related field (or equivalent experience)
• 2+ years of experience in an Administrative / Client Customer Service or Account Management roles preferred
• Excellent communication skills, both verbal and written
• Problem-solving mindset with the ability to think critically and creatively
• Ability to multitask and prioritize effectively in a fast-paced environment
• Proficiency in CRM systems and Microsoft Office Suite
• Strong attention to detail and commitment to accuracy
• Ability to work independently and as part of a collaborative team
• Customer-centric approach with a passion for delivering exceptional service
• Adaptability and willingness to learn new technologies and processes
• Time management skills to meet deadlines and handle multiple client accounts
• Ability to analyze data and derive actionable insights
• Professionalism and ability to maintain confidentiality
Benefits:
Client values employees and offers a comprehensive benefits package to support their well-being.
- Medical, Dental, and Vision insurance (majority employer-paid)
- 401(k)
- Paid Parental Leave
- Generous Paid Time Off (PTO) and sick time
To Apply
If you are a highly organized, client-focused professional with a passion for the financial services industry, we encourage you to apply. Please submit your resume to PrideStaff for consideration.