JOB SUMMARY

We are seeking a motivated and detail-oriented Client Services Associate to join our dynamic team. In this role, you will be responsible for managing client relationships, ensuring customer satisfaction, and supporting the execution of various projects. The ideal candidate will possess strong communication skills and a background in customer service, account management, or financial services. This position is essential in helping our clients maximize their experience with our SaaS solutions.

QUALIFICATIONS

• Proven experience in customer service or account management, preferably within the financial services sector.
• Familiarity with SaaS products and a strong understanding of customer relationship management principles.
• Proficient in Salesforce or similar CRM tools; experience with project management software is a plus.
• Excellent communication skills, both verbal and written, with the ability to engage effectively with clients.
• Strong analytical skills with the ability to interpret data and make informed recommendations.
• A proactive approach to problem-solving and a commitment to delivering high-quality service.
• Background in sales or marketing is desirable but not mandatory. Join us as we strive to provide outstanding service to our clients while fostering a collaborative work environment!

ABOUT US

Founded in 2009, IntelliPro is a global leader in talent acquisition and HR solutions. We partner with organizations worldwide to deliver exceptional hiring outcomes while fostering growth and long-term success for both clients and employees. With a strong presence across the USA, Canada, China, Singapore, Philippines, UK, India, Netherlands, and Germany, IntelliPro continues to redefine global talent solutions.
At IntelliPro, we are committed to creating meaningful career opportunities and supporting your professional journey. As an Equal Opportunity Employer, we celebrate diversity and are dedicated to building an inclusive environment where all individuals—regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other protected status—can thrive. We also ensure our recruitment process is accessible and accommodating for candidates of all abilities. Learn more about our inclusivity commitment at https://intelliprogroup.com/.

• Manage client accounts and maintain strong relationships to ensure satisfaction and retention.
• Collaborate with internal teams to deliver exceptional service and support to clients.
• Utilize Salesforce for tracking client interactions, managing projects, and analyzing customer data.
• Assist in the development and execution of marketing strategies to enhance client engagement.
• Conduct regular check-ins with clients to assess needs and gather feedback for continuous improvement.
• Provide support in sales activities by identifying opportunities for upselling or cross-selling services.
• Analyze client data to identify trends and provide insights that drive decision-making.
• Coordinate project management tasks to ensure timely delivery of services and solutions.