Job Description
Join our award-winning team at Pacific Financial Solutions as a Client Service Associate in the heart of Long Beach. We're seeking a dynamic professional to deliver exceptional client experiences while supporting our growing portfolio of high-net-worth individuals and small businesses. This hybrid role combines in-person client meetings at our downtown Long Beach office with remote flexibility, offering a perfect work-life balance in Southern California's vibrant coastal city. Enjoy comprehensive benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Manage client relationships through personalized communication and proactive account management
- Resolve complex client inquiries regarding financial products and services with 95% first-contact resolution
- Collaborate with cross-functional teams to deliver seamless service experiences
- Maintain accurate client records using Salesforce CRM and proprietary platforms
- Identify upsell opportunities through needs analysis and relationship building
- Contribute to process improvements to enhance client satisfaction metrics
- Support quarterly client events and community outreach initiatives
Qualifications
- Associate's degree in Business, Finance, or related field (or equivalent experience)
- 3+ years of experience in client-facing roles within financial services
- Proficiency in Salesforce, Microsoft Office Suite, and financial software
- Exceptional communication skills with proven ability to articulate complex concepts
- Certified Financial Planner (CFP) or Series 7/63 license preferred
- Strong analytical skills with attention to detail and accuracy
- Ability to work independently while thriving in collaborative environments