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Finance 🏢 Full Time ⭐️ Verified

Client Service Associate

Baltimore Financial Solutions
Baltimore
Estimated Salary
USD 45.000 – USD 55.000
Live Update
23 Juni 2026
Deadline
23 Jun 2027

Job Description

Join Baltimore Financial Solutions as a Client Service Associate and launch your career in finance! We're seeking motivated individuals to deliver exceptional client experiences in our dynamic downtown office. This entry-level role offers comprehensive training and clear growth paths into senior positions. Enjoy competitive benefits, flexible scheduling, and a collaborative environment where your contributions directly impact client satisfaction.

Responsibilities

  • Manage client communications via phone, email, and in-person interactions
  • Process account transactions and maintain accurate client records
  • Resolve client inquiries and escalate complex issues to senior staff
  • Support cross-functional teams with data entry and reporting tasks
  • Contribute to process improvement initiatives for client service efficiency
  • Participate in quarterly client satisfaction review meetings

Qualifications

  • High school diploma or equivalent (college degree preferred)
  • 0-2 years of customer service or administrative experience
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  • Strong verbal and written communication skills
  • Ability to multitask in a fast-paced environment
  • Basic financial literacy or willingness to learn quickly
  • Positive attitude with problem-solving aptitude

Required Skills

Customer Service Communication Data Entry Problem Solving Microsoft Office Attention to Detail Client Relationship Management

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