Job Description
Join our dynamic team at Global Financial Solutions as a Client Service Associate in Houston! We're seeking a passionate professional to deliver exceptional client experiences in a fast-paced financial environment. This role offers growth opportunities, competitive benefits, and the chance to make a tangible impact on our clients' success. If you thrive in collaborative settings and possess excellent communication skills, we encourage you to apply today!
Responsibilities
- Manage client inquiries via phone, email, and in-person with exceptional professionalism
- Resolve account issues and process transactions accurately
- Build strong relationships through proactive communication and follow-up
- Collaborate with cross-functional teams to deliver seamless service
- Document client interactions and maintain detailed records
- Identify upsell opportunities based on client needs
- Adhere to compliance protocols and security standards
Qualifications
- Associate's degree or equivalent experience required
- 2+ years in customer service or client-facing role
- Proficiency with CRM software and Microsoft Office Suite
- Strong problem-solving and conflict resolution abilities
- Excellent verbal/written communication skills
- Ability to multitask in high-pressure situations
- Financial services knowledge preferred
- Valid Texas driver's license required