Pacer Group
Client Services Associate
Title:
Client Services Associate
Location:
Pottstown, PA | Onsite | Full-Time
Job Type:
Full-Time
We are seeking a dedicated and professional Client Services Associate to join our dynamic team. This role involves providing exceptional support to clients, managing service requests, and ensuring client satisfaction within a fast‑paced financial services environment. The ideal candidate will possess strong communication skills, analytical abilities, and familiarity with Salesforce to effectively serve our clients and contribute to organisational success.
Responsibilities
Act as the primary point of contact for clients, addressing enquiries promptly and professionally
Manage client accounts using Salesforce, ensuring all information is accurate and up-to-date
Assist clients with service requests, account updates, and troubleshooting issues related to financial products
Analyse client data to identify trends, opportunities for improvement, and potential risks
Collaborate with internal teams to facilitate seamless service delivery and resolve client concerns efficiently
Maintain comprehensive records of interactions and transactions in accordance with company policies
Support the onboarding of new clients by providing detailed information and guidance throughout the process
Qualifications
Proven experience in a client‑facing role within US Staffing industry
Proficiency in Salesforce or similar Customer Relationship Management (CRM) systems
Excellent communication skills, both written and verbal, with an ability to explain complex concepts clearly
Strong analysis skills with the ability to interpret data and generate actionable insights
Organised, detail‑oriented, and capable of managing multiple priorities simultaneously
Demonstrated ability to work collaboratively within a team environment whilst maintaining a high level of professionalism
This position offers an excellent opportunity for individuals eager to develop their career in client services within the financial sector. We value proactive problem‑solvers who are committed to delivering outstanding service and fostering long‑term client relationships.
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Client Services Associate
Location:
Pottstown, PA | Onsite | Full-Time
Job Type:
Full-Time
We are seeking a dedicated and professional Client Services Associate to join our dynamic team. This role involves providing exceptional support to clients, managing service requests, and ensuring client satisfaction within a fast‑paced financial services environment. The ideal candidate will possess strong communication skills, analytical abilities, and familiarity with Salesforce to effectively serve our clients and contribute to organisational success.
Responsibilities
Act as the primary point of contact for clients, addressing enquiries promptly and professionally
Manage client accounts using Salesforce, ensuring all information is accurate and up-to-date
Assist clients with service requests, account updates, and troubleshooting issues related to financial products
Analyse client data to identify trends, opportunities for improvement, and potential risks
Collaborate with internal teams to facilitate seamless service delivery and resolve client concerns efficiently
Maintain comprehensive records of interactions and transactions in accordance with company policies
Support the onboarding of new clients by providing detailed information and guidance throughout the process
Qualifications
Proven experience in a client‑facing role within US Staffing industry
Proficiency in Salesforce or similar Customer Relationship Management (CRM) systems
Excellent communication skills, both written and verbal, with an ability to explain complex concepts clearly
Strong analysis skills with the ability to interpret data and generate actionable insights
Organised, detail‑oriented, and capable of managing multiple priorities simultaneously
Demonstrated ability to work collaboratively within a team environment whilst maintaining a high level of professionalism
This position offers an excellent opportunity for individuals eager to develop their career in client services within the financial sector. We value proactive problem‑solvers who are committed to delivering outstanding service and fostering long‑term client relationships.
#J-18808-Ljbffr