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Finance 🏢 Full Time ⭐️ Verified

Client Service Associate

NOLA Financial Solutions
New Orleans
Estimated Salary
USD 38.000 – USD 45.000
Live Update
23 Juni 2026
Deadline
23 Jun 2027

Job Description

Join our dynamic team at NOLA Financial Solutions as an entry-level Client Service Associate and launch your career in the heart of New Orleans' thriving financial district. We're seeking passionate individuals dedicated to delivering exceptional client experiences while growing professionally in a supportive environment. As a cornerstone of our client success team, you'll gain invaluable industry exposure and mentorship from seasoned professionals.

Responsibilities

  • Manage client inquiries via phone, email, and in-person interactions with professionalism and empathy
  • Maintain accurate client records and transaction histories in our CRM system
  • Collaborate with cross-functional teams to resolve client issues promptly
  • Process account applications and documentation with meticulous attention to detail
  • Contribute to process improvement initiatives to enhance client satisfaction
  • Represent the company at community events and networking opportunities

Qualifications

  • High school diploma or equivalent; college degree preferred
  • 0-2 years of customer service or administrative experience
  • Proficiency with Microsoft Office Suite and CRM platforms
  • Exceptional communication and interpersonal skills
  • Strong problem-solving abilities with a client-first mindset
  • Ability to multitask in a fast-paced environment
  • Valid Louisiana driver's license (for occasional off-site meetings)

Required Skills

customer service CRM communication problem-solving Microsoft Office data entry client relations

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