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Customer Service 🏢 Full Time ⭐️ Verified

Client Service Associate

Apex Financial Solutions
Detroit, MI
Estimated Salary
USD 45.000 – USD 55.000
Live Update
23 Juni 2026
Deadline
23 Jun 2027

Job Description

Join our dynamic team as a Client Service Associate and become the cornerstone of our client relationships! We're seeking a dedicated professional to deliver exceptional service while supporting our growing portfolio of Detroit-based clients. This is your chance to make an immediate impact in a fast-paced financial services environment with clear growth paths and comprehensive benefits. Positions are hiring immediately!

Responsibilities

  • Manage high-volume client communications via phone, email, and digital platforms
  • Resolve account inquiries and transaction disputes with precision and empathy
  • Process client transactions while maintaining 99.9% accuracy standards
  • Collaborate with cross-departmental teams to deliver seamless service experiences
  • Document all client interactions in Salesforce with detailed compliance notes
  • Proactively identify upsell opportunities for financial wellness products
  • Contribute to monthly service improvement initiatives

Qualifications

  • Minimum 2 years in client-facing financial services or B2B support
  • Proficiency in Salesforce, Zendesk, and Microsoft Office Suite
  • Exceptional conflict resolution skills with proven track record
  • Ability to handle 50+ daily client interactions with grace under pressure
  • Strong analytical skills for complex account reconciliation
  • Relevant certification (e.g., CRM, Financial Services) preferred
  • Must pass background check and credit review

Required Skills

customer service conflict resolution Salesforce Zendesk B2B support financial services CRM communication problem-solving

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