Are you ready to make an impact and build lasting connections in the financial services industry? As a Client Relationship Associate, you'll be at the heart of meaningful client interactions, providing essential guidance and support. You'll join a collaborative and mission-driven environment where integrity, growth, and client success are key. If you're passionate about delivering exceptional service, this role is for you!
IMPORTANT: This is a HYBRID role, combining work from home and office presence. You MUST live within 25 miles of our Malvern/Paoli, PA office.
Work From Home on Mondays and Fridays, Tuesday thru Thursday in office.
Responsibilities:
Take inbound calls, responding to client requests, resolving general account issues and providing digital assistance
Provide exceptional client service through interpersonal and client relationship management (CRM) skills
Serve as the initial point of contact for clients; following standardized procedures to meet client needs
Document client and team feedback in support of service improvement efforts within the business
Use consultative approach to position products and services to clients
This job is for you if you:
Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client's needs
Have strong verbal/written communication skills to relay complex information that can easily be understood
Are self-sufficient and able to utilize multiple resources to find answers and resolutions independently while meeting department efficiency metrics
Want to be part of a team that's motivated by helping others and serving the best interests of our clients
Like to work in a professional environment that stresses respect and teamwork
What you'll have:
High School Diploma, Associate or Bachelor preferred
2+ year customer service/insurance related experience
Wired Internet - requires an internet speed test that meets 40 Mbps download speed and at least 30 Mbps upload speed
Great Problem Resolution and Time Management skills
Tech-Savvy
INTERESTED IN LEARNING MORE? APPLY NOW!!
Thanks for your interest in working with Randstad, the world's largest staffing company!