Job Description
Join our dynamic team at Apex Financial Solutions as a Client Service Associate in El Paso! We're seeking a dedicated professional to deliver exceptional client experiences while supporting our growing portfolio. This hybrid role combines in-office collaboration with remote flexibility, offering competitive benefits and career growth opportunities.
Responsibilities
- Manage client accounts through CRM systems with 98% accuracy
- Resolve client inquiries within 24 hours via phone, email, and chat
- Process transactions and documentation while maintaining regulatory compliance
- Collaborate with cross-functional teams to deliver seamless service
- Identify upsell opportunities and contribute to revenue growth
- Train new associates on service protocols and systems
- Generate monthly performance reports for leadership review
Qualifications
- Associate's degree or 2+ years in client service role
- Bilingual English/Spanish proficiency required
- Proficiency in Salesforce and Microsoft Office Suite
- Proven conflict resolution and negotiation skills
- Ability to manage 15+ concurrent client relationships
- Financial services experience preferred
- Strong attention to detail with 0.5% error tolerance
- Valid Texas driver's license for occasional client visits