Client service manager trainee achieve january 2024

DescriptionAs a Client Service Manager Trainee at Achieve January 2024, you will have the opportunity to learn and grow in a fast-paced and dynamic environment. In this role, you will work closely with our experienced client service team to develop your skills and knowledge in client relationship management and financial services. Your dedication and hard work will contribute to the overall success of our organization and provide our clients with exceptional service.ResponsibilitiesCollaborate with the client service team to assist in managing client portfolios and maintaining strong relationships with clients.Learn and understand our organization s products and services to effectively communicate with clients and address their inquiries and concerns.Support the client service team in the preparation and distribution of client reports and documents.Assist in processing client transactions accurately and efficiently.Act as a liaison between clients and internal departments to ensure smooth communication and timely resolution of any issues or inquiries.Contribute to the development and implementation of client service strategies to enhance client satisfaction and retention.Attend client meetings and participate in training sessions to further develop your skills and knowledge in client service management.RequirementsBachelor s degree in business, finance, or a related field.Strong interpersonal and communication skills, with the ability to build rapport and effectively communicate with clients and colleagues.Excellent organizational and time management skills to prioritize tasks and meet deadlines.Proficiency in Microsoft Office Suite, with advanced skills in Excel.Detail-oriented mindset with the ability to analyze and interpret data accurately.Self-motivated and proactive, with the ability to work independently and as part of a team.Financial services industry knowledge or experience is an asset, but not required. Powered by Webbtree