Client Service Associate at Modern Wealth Management

Campbell, California, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

70000.0

Posted On

07 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Reception Management, Greeting Guests, Answering Inquiries, Phone Call Management, Mail Sorting, Workspace Organization, Visitor Access Control, Scheduling, Appointment Coordination, Data Entry, Filing, Document Preparation, Interpersonal Skills, Organizational Skills, Confidentiality

Industry

Financial Services

Description

Client Service Associate Team: Client Services The Client Service Associate will be responsible for managing the reception area, greeting guests, answering inquiries, and providing exceptional customer service to enhance the overall client experience. KPIs: * Client Satisfaction Rating * Leadership Satisfaction Primary Duties: * Serve as the first point of contact for clients, visitors, and stakeholders, greeting guests warmly, answering inquiries, and providing assistance and information as needed. * Manage the reception area, including answering and directing phone calls, receiving and sorting mail, and maintaining a clean and organized workspace to create a welcoming and professional environment. * Monitor visitor access and security, issuing visitor badges, escorting guests to meeting areas, and enforcing access control policies to maintain safety and security protocols. * Schedule and coordinate appointments, meetings, and conference room bookings, ensuring accuracy, efficiency, and professionalism in all interactions and communications. * Assist with administrative tasks, such as data entry, filing, and document preparation, to support office operations and ensure smooth functioning of day-to-day activities. * Coordinate with internal teams, including administrative staff, facilities management, and security, to address facility-related issues, resolve inquiries, and provide support as needed. * Maintain knowledge of company policies, procedures, and services to provide accurate information and assistance to clients, visitors, and stakeholders. * Handle sensitive and confidential information with discretion and professionalism, maintaining the highest standards of confidentiality and integrity in all interactions and communications. * Contribute to the overall client experience by providing exceptional customer service, anticipating needs, and proactively addressing concerns to ensure client satisfaction and loyalty. Requirements: * High school diploma or equivalent required; associate's or bachelor's degree preferred. * 2+ years of experience in a customer service or receptionist role, preferably in a professional office environment or hospitality industry. Additional experience inservice oriented business setting strongly preferred. * Excellent interpersonal skills, with a friendly and welcoming demeanor, and the ability to communicate effectively and professionally with diverse individuals. * Strong organizational skills, with the ability to multitask, prioritize tasks, and manage time effectively in a fast-paced environment. Equal Employment Opportunity Statement We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.

Responsibilities

The Client Service Associate will serve as the first point of contact, managing the reception area by greeting guests, answering inquiries, directing calls, and maintaining a professional environment. Key duties also involve monitoring visitor access, scheduling appointments, assisting with administrative tasks, and coordinating with internal teams.