Client Service Associate

Overview:

Alpha Hire is excited to partner with a client to find a proactive and detail-oriented Client Service Associate. This position is ideal for someone who enjoys building client relationships, thrives in a support role, and is highly organized with excellent communication skills.

As a Client Service Associate, you'll play an integral role in enhancing the client experience by supporting advisors and maintaining strong, ongoing communication with clients. You will assist with day-to-day administrative operations, help prepare materials for meetings, and ensure a smooth, professional experience for all clients.

Key Responsibilities:

• Respond to inbound client calls and emails, resolving needs or directing to the appropriate team member

• Educate clients on account services and digital tools

• Schedule meetings and conference calls with clients and advisors

• Maintain frequent communication with clients using multiple channels

• Process account service requests and ensure accurate documentation

• Assist in preparing reports, statements, and other materials for client meetings

• Keep CRM/contact management system up to date with key client information

• Manage and maintain advisor calendars and meeting schedules

Qualifications:

• High School Diploma or equivalent required; College degree preferred

• Proficient in Microsoft Office Suite and comfortable with other office technologies

• Strong written and verbal communication skills

• Detail-oriented, organized, and committed to excellent service

• Self-motivated with a strong work ethic and team-oriented mindset