Client Relations Associate Job Description Template
Our company is looking for a Client Relations Associate to join our team.
Responsibilities:
- Identify user challenges and communicate product recommendations;
- Light to moderate data entry;
- Understand the user’s needs and work proactively to find a solution in a timely manner;
- Calendar management, travel and expense reports;
- Client and intermediary contact including specialized reporting;
- Manage and retain existing partners and generate new leads and prospects;
- Initiation of new account opening, maintenance, account closing and gifting, cash processing, including documentation and client notification;
- Build rapport with potential users and partners through friendly, engaging communication;
- Identify, prospect and contact potential partners, and accurately identify their needs relative to the characteristics of their business;
- Take the initiative to improve customer satisfaction rate;
- Preparation of prospect and client facing presentations and correspondence;
- Compliance with all business processes and regulatory requirements;
- Introduce Unpakt’s services, capabilities, and benefits to our users;
- Provide superior B2C and B2B support while responding to general and product-related inquiries via live chat, e-mail, and phone;
- Be hands-on with all tasks and assertively follow through on assignments.
Requirements:
- Knowledge of wealth management and/or trust business, ideally in the high-net-worth space (private bank, RIA, trust company, etc.) preferred;
- Self-motivated; Ability to multi-task and adjust priorities as needed;
- Displays intellectual curiosity, analytical skills, critical thinking and sound judgment in problem resolution of moderate complexity;
- Proficient with Microsoft Office, Mac, and CRMs;
- Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work;
- Have strong attention to detail, verbal and written communication, organizational, and interpersonal skills;
- Strong ability to identify appropriate resources for research and problem resolution;
- Tech-savvy, or working knowledge of online and mobile technology;
- Moving experience is a plus but not a necessity;
- Professional and friendly phone demeanor;
- Local candidates only to work in our Chelsea Headquarters;
- Excellent written and verbal communication skills;
- Impeccable writing skills, a strong phone presence, and professional demeanor that facilitate successful client interactions;
- Team player with strong interpersonal communication and sales skills that can thrive in a challenging and collaborative work environment;
- A “people person” capable of developing a good rapport with existing clients and maintaining positive relationships with their representatives.