Client Service Associate

Responsibilities

• Create and maintain new client profiles and records
• Respond to client inquiries in a professional and timely manner
• Pull client statements and assist with account-related documentation
• Utilize Salesforce to enter workflows, update records, and track activities
• Cook up and manage heavy calendaring for the CEO
• Schedule internal and external meetings, including client meetings

Qualifications

• At least 2 years of experience in an administrative, executive assistant, client service, or financial support role
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Experience with Salesforce or similar CRM platforms
• Excellent verbal and written communication skills
• Able to work independently and anticipate needs proactively
• Strong attention to detail and problem-solving skills
• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel

Benefits

This is an onsite position based in Fairfield County, CT.

Pay

Details on pay are not specified at this time.

Schedule

Details on schedule are not specified at this time.

Skills

RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.

Job Location

The position is based in Fairfield County, CT.