Client Services Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Managing a portfolio of assigned clients independently

• Assessing client needs and serving as the initial point of support for incoming requests

• Collaborating with various departments throughout the organization

• Completing all pending requests

• Ensuring that client objectives are achieved through proactive management and optimization, which includes regular check-ins with clients

• Offering ongoing support to clients by initiating and/or coordinating tasks across different divisions within the company

• Organizing the delivery of reports to clients as required

• Updating client records and maintaining internal systems

• Assisting in resolving client service issues by clarifying concerns and expediting resolutions

• Exhibiting flexibility to adapt to constantly changing business environments and shifting priorities

• Providing management with feedback and recommendations by continuously gathering information and analyzing client needs

⛳️ Requirements

• A bachelor’s degree or equivalent work experience is required

• A minimum of 3 years of experience in Account Management, Customer Service, or Customer Success roles is needed (preferably in a B2B setting)

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

• Exceptional verbal, written, and interpersonal communication skills

• Self-motivated with strong time-management and follow-up abilities

• A strong commitment to a high sense of urgency combined with advanced attention to detail

• Ability to learn, comprehend, prioritize, and communicate complex processes

• Proficient in problem-solving, conflict resolution, data documentation, escalation, and analysis

• Capable of managing and prioritizing multiple tasks, working under pressure, and staying organized (with attention to detail)

• Ability to work effectively in a team-oriented and collaborative environment

• Capable of managing multiple projects and meeting deadlines

🏝️ Benefits

• Equal employment opportunity (EEO) to all individuals regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law.