Client Support Assosciate
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Job Summary
This is a remote position.
We are seeking a Client Support Associate to join our remote client services this role you will serve as a key point of contact for our diverse global clientele providing exceptional support and ensuring their satisfaction. You will be responsible for responding to client inquiries resolving concerns and helping maintain strong business relationships. This is an exciting opportunity for a motivated professional who enjoys working with people solving problems and contributing to a customer-focused environment.
Provide professional support to clients through various communication channels primarily chat and email.
Respond to client inquiries and resolve concerns in a timely and efficient manner.
Maintain accurate client records and documentation in our CRM system.
Coordinate with internal departments to ensure efficient service delivery.
Monitor client requests and follow up to ensure satisfaction.
Assist with account updates service information and general administrative tasks.
Build and maintain positive relationships with clients.
Educate clients on products services and available resources.
Identify recurring issues or service trends and report them to management.
Support ongoing initiatives aimed at improving the customer experience.
Proven experience in customer service client support or call center role (financial services or consulting experience is a plus).
Exceptional written and verbal communication skills.
Strong problem-solving abilities and attention to detail.
Excellent organizational and time-management skills.
Ability to multitask and prioritize responsibilities effectively.
Professional and customer-focused attitude.
Basic computer proficiency and comfort learning new systems.
Reliable high-speed internet connection and a dedicated quiet home office setup.
Experience in a consulting professional services or B2B environment.
Familiarity with CRM platforms (e.g. Salesforce HubSpot).
Typing speed of 40 WPM or higher.
Understanding of data privacy and the importance of handling sensitive information.
We are driven by Research and Innovation and powered by Values and Integrity. When you join us you become part of a collaborative culture where your ideas matter and your growth is prioritized. We offer a supportive team environment where collaboration and teamwork lead to the best results.
100% Remote Work: Freedom to work from home with a supportive virtual team culture.
Professional Growth: Opportunity for career advancement and skill development.
Competitive Compensation: Attractive salary and benefits package.
Recognition & Rewards: We celebrate performance and contributions
401(k) matching : A common retirement savings benefit where the company matches employee contributions to a 401(k) plan.
Health insurance : Includes medical dental and vision insurance.
Paid time off (PTO) : A typical benefit package includes paid vacation and sick leave.
Sign-on bonus : A one-time bonus offered to new employees for certain positions.
Internet stipend : A monthly allowance to help cover the cost of internet service for remote work
Required Skills:
Proven experience in customer service client support or call center role (financial services or consulting experience is a plus). Exceptional written and verbal communication skills. Strong problem-solving abilities and attention to detail. Excellent organizational and time-management skills. Ability to multitask and prioritize responsibilities effectively. Professional and customer-focused attitude. Basic computer proficiency and comfort learning new systems. Reliable high-speed internet connection and a dedicated quiet home office setup. Preferred Experience in a consulting professional services or B2B environment. Familiarity with CRM platforms (e.g. Salesforce HubSpot). Typing speed of 40 WPM or higher. Understanding of data privacy and the importance of handling sensitive information.
