Are you truly service oriented? Do you know how to take care of people? Are you efficient in a busy environment?

We’re looking for a Client Associate to:

• answer incoming client calls
• handle client requests in a professional and timely manner
• Educate clients on account services and capabilities
• Keep management systems up-to-date with client information
• Help prepare materials for client meetings
• Maintain marketing materials
• Communicate with clients regarding important information and upcoming events
• Scheduling client calls and meetings
• collaborate with other departments as needed to provide optimal client service
• handle expense reports