Job Description
Join our dynamic team as an Entry-Level Client Service Associate at Pacific Financial Services! We're seeking motivated individuals passionate about delivering exceptional client experiences in the heart of Oakland. This role offers comprehensive training and growth opportunities within a supportive environment. If you're detail-oriented, thrive in collaborative settings, and want to build a career in financial services, we encourage you to apply.
Responsibilities
- Respond to client inquiries via phone, email, and in-person with professionalism and empathy
- Process account transactions and documentation accurately within SLAs
- Collaborate with cross-functional teams to resolve complex client issues
- Maintain detailed client records in CRM systems with 99% accuracy
- Identify upsell opportunities and refer clients to appropriate specialists
- Participate in quarterly client satisfaction improvement initiatives
- Contribute to team knowledge sharing sessions
Qualifications
- High school diploma or equivalent required; college degree preferred
- 1-2 years customer service experience in financial services preferred
- Proficient with Microsoft Office Suite and CRM software
- Exceptional verbal/written communication skills
- Strong problem-solving abilities and emotional intelligence
- Ability to multitask in fast-paced environments
- Valid California driver's license (if local travel required)
- Pass background check and pre-employment screening