Job Description
Join our award-winning team at Heartland Financial Group as a Client Service Associate! We're seeking a dedicated professional to deliver exceptional client experiences in our Kansas City headquarters. In this pivotal role, you'll serve as the primary point of contact for our diverse clientele, ensuring seamless service while supporting our financial advisors. Enjoy a collaborative environment with competitive benefits, professional development opportunities, and the chance to make a meaningful impact in our community.
Responsibilities
- Manage client inquiries via phone, email, and in-person with exceptional professionalism
- Process account transactions and documentation with meticulous attention to detail
- Collaborate with financial advisors to prepare client materials and presentations
- Maintain accurate client records in our CRM system
- Resolve service issues proactively and escalate complex matters appropriately
- Contribute to process improvement initiatives to enhance client satisfaction
Qualifications
- Associate's degree or equivalent professional experience required
- 2+ years in client service or financial services environment
- Strong proficiency with CRM software (Salesforce experience preferred)
- Exceptional communication and conflict resolution skills
- Ability to manage multiple priorities in a fast-paced setting
- Professional demeanor with strong ethical standards