Senior Client Service Associate - RIA- Hybrid jobs in United States
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CyberCoders ยท 5 days ago

Senior Client Service Associate - RIA- Hybrid

positionSausalito, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$90K/yr - $120K/yr
date3+ years exp

CyberCoders is a large financial consulting firm headquartered in San Francisco, specializing in RIA. They are seeking a dedicated and experienced Senior Client Service Associate to ensure high-quality service delivery and foster strong client relationships while supporting internal teams.

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Growth OpportunitiesbadNo H1Bnote
Hiring Manager
Lauren (Manago) Tabata
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Responsibilities

Serve as the primary point of contact for clients, addressing inquiries and resolving issues in a timely manner
Manage client relationships to ensure satisfaction and retention, providing personalized service as needed
Collaborate with internal teams to streamline processes and improve service delivery
Perform data entry and maintain accurate client records in CRM software
Develop and implement strategies for client retention and account management
Utilize Microsoft Office Suite to prepare reports and presentations for clients and management
Participate in training and mentoring junior team members to enhance overall team performance

Qualification

Client relationship managementFinancial services experienceMicrosoft Office SuiteCRM software proficiencyProblem-solving skillsCommunication skillsTeam collaborationOrganizational skillsTime management

Required

Bachelor's degree in Business, Finance, or a related field
Minimum of 3 years of experience in client service or customer support roles, preferably in the financial services industry
Strong problem-solving skills and the ability to think critically
Excellent communication skills, both written and verbal, with a strong emphasis on relationship management
Demonstrated ability to work effectively in a team environment and collaborate with cross-functional teams
Proficient in Microsoft Office Suite and CRM software; experience with data entry and client management systems is a plus
Strong organizational and time management skills, with the ability to prioritize tasks effectively

Company

CyberCoders

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Glassdoor4.2
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CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
dateFounded in 1999
location
Irvine, California, USA
people-size201-500 employees
web-link
http://www.cybercoders.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
2013-12-02Acquired

Leadership Team

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Nate Shuman
Lead Recruiter (Tech) CEO Club
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Matt Miller
CTO
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Recent News

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