Client Service Associate

Client Service Associate Role Responsibilities:

• Client Communication: Handle incoming calls and emails, providing the warm professionalism our clients expect.
• Meeting Right Hand: Prepare for, participate in, and follow up from client meetings, contributing to an exemplary client experience.
• Data Mastery: Precisely maintain and update client records, ensuring every data point is accurate.
• Operational Excellence: Monitor office necessities, ensuring our operations run seamlessly day in, day out.
• Onboarding Facilitator: Work closely with our team during the client onboarding process, making it smooth and efficient.
• Client Relations: Address client queries, process requests, and always keep their records current.
• Efficient Problem-Solving: Resolve client concerns promptly, upholding our reputation for caring competence.
• Continued Learning: Stay abreast of our evolving portfolio to provide accurate and timely information to clients.

Who We Want:

We want to work with an individual who understands the importance of trust and relationship-building. Efficiency, dedication, and a proactive approach are paramount. Every member of our team is a trusted ally in our clients’ financial journeys.

How We Work:

We work in person on Thursdays and some Mondays in our Bethesda office. The rest of our work is remote, and our team chooses schedules ranging from 7:30 AM - 4:30 PM to 9:30 AM - 6:30 PM. We offer competitive pay, a supportive work environment, and benefits.

Required Skills and Qualifications:

• Tech Proficient: Mastery of MS Office and comfort with financial software tools.
• Detail-Oriented: A keen eye for detail, ensuring no data or information slips through.
• Problem Solver: Proactive in anticipating and resolving challenges.
• Effective Communicator: Ability to convey information clearly and effectively.
• Client-First Attitude: Exemplary customer service skills, always prioritizing client needs.
• Team Player: Ability to work harmoniously with a diverse team.
• Adaptable: Embrace new processes and tools to ensure operational excellence.

Are You a Good Fit? Email newhireACU@gmail.com with the subject line “Not a Robot First Impression" and tell us why.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Bethesda, MD 20814: Relocate before starting work (Required)

Work Location: Hybrid remote in Bethesda, MD 20814