Job Description
Join our dynamic team at Innovate Solutions Group as a Client Service Associate in Jacksonville, FL! We're seeking a passionate professional to deliver exceptional customer experiences while supporting our financial services clients. This role combines relationship management with operational excellence in a fast-paced environment. Enjoy competitive benefits, growth opportunities, and a collaborative workplace culture focused on your success.
Responsibilities
- Manage client inquiries via phone, email, and digital channels with 95%+ satisfaction rate
- Process account transactions and resolve billing discrepancies with precision
- Collaborate with cross-functional teams to deliver seamless service solutions
- Document interactions in CRM systems while maintaining data integrity
- Proactively identify upsell opportunities based on client needs
- Contribute to process improvement initiatives
Qualifications
- 2+ years in customer service or financial services environment
- Proficiency with Salesforce and Microsoft Office Suite
- Exceptional written/verbal communication skills
- Ability to multitask in high-pressure situations
- Associate degree or equivalent experience
- Florida banking license (or willingness to obtain)