Jobs · Finance · Texas

Client Experience Associate

Platinum Coastal Group · Laredo, TX · 3 wk ago
On-siteFinanceFull-time

About the role

This entry-level position supports client satisfaction through relationship-focused communication, service coordination, and in-person assistance. STYLE: Interactive, collaborative and customer-facing.

Responsibilities

  • Welcome and assist clients face to face
  • Respond to routine questions and service requests
  • Coordinate client needs with internal teams
  • Help maintain strong ongoing relationships

Qualifications

This is an on-site position with regular face-to-face interaction. The role is designed for someone comfortable working directly with customers, clients, members, community participants, partners, or onsite coworkers rather than working exclusively behind the scenes. Entry-level fit: A strong entry-level candidate is personable, dependable, comfortable starting conversations, organized, coachable, and able to communicate professionally in a fast-moving environment. Related experience can be helpful, but transferable experience from retail, hospitality, customer service, campus activities, athletics, or other people-facing work may also be relevant.

Skills

  • customer
  • customer service
  • entry-level

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