Job Description
Join Austin's premier financial service firm as a Client Service Associate! We're seeking a passionate professional to deliver exceptional client experiences while supporting our growing portfolio. Enjoy competitive compensation, comprehensive benefits, and a vibrant downtown workspace in the heart of Austin's tech corridor. What we offer: Health insurance, 401(k) matching, professional development stipend, and flexible hybrid work arrangements. Why Austin? Thriving job market, no state income tax, and endless networking opportunities in one of America's fastest-growing cities!
Responsibilities
- Manage client portfolios through proactive communication and relationship-building
- Resolve complex inquiries with empathy and problem-solving expertise
- Coordinate with internal teams to deliver seamless service experiences
- Maintain accurate client documentation in CRM systems
- Identify cross-sell opportunities aligned with client needs
- Contribute to process improvement initiatives
Qualifications
- 2+ years of client service or financial services experience
- Proficiency in Salesforce and Microsoft Office Suite
- Exceptional written and verbal communication skills
- Ability to multitask in a fast-paced environment
- Bachelor's degree or equivalent professional certification
- Strong attention to detail and data accuracy