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Client Account Representative
לא צויןמשרה מלאהCustomer SuccessFinancial Services
Provide proactive client service while administering financial transactions, maintaining accurate records, coordinating with internal teams, and improving operational processes for client programs.
תחומי אחריות
- Serve as the primary client contact through phone, email, and chat
- Provide prompt, accurate, and proactive support to strengthen client retention and relationships
- Resolve client issues and coordinate with internal departments
- Maintain organized client records in accordance with legal and regulatory requirements
- Process and oversee financial transactions, statements, reports, and data
- Run recurring reports to identify and address exceptions
- Document and review procedures to improve program efficiency and effectiveness
- Collaborate on systemic issue resolution and continuous improvement initiatives
- Provide coverage for teammates and support interdepartmental client relationships
דרישות
- Bachelor’s degree in business, finance, accounting, or a related field, or equivalent experience of 5+ years
- Strong communication, writing, interpersonal, and customer service skills
- Excellent organization, attention to detail, time management, and prioritization skills
- Ability to work collaboratively, adapt to changing priorities, and maintain high service quality
- Strong business ethics and personal integrity
- Fluency in Microsoft Office Suite
יתרון
- 1–2 years of experience in financial services, philanthropic operations, or trust administration