Phillips & Cohen Associates, Ltd. · 3 days ago
Client Relations - Client Relations Associate
1002 Justison St, Wilmington, DE 19801, USA
Full-time
Onsite
Mid Level
$26/hr - $26/hr
3+ years expPhillips & Cohen Associates, Ltd. is seeking a Client Relations Associate who will provide administrative and operational support to the Client Relations Department. The role involves managing client requests, maintaining records, and ensuring effective communication with clients.
FinanceConsultingInformation TechnologyCrowdfundingFinancial Services
Responsibilities
Take ownership of tasks and manage time efficiently to meet deadlines
Gather, review, and process client requests, documentations, and account information
Coordinate internal requests and route items to appropriate departments and clients as needed
Maintain accurate records, notes, and documentation in internal systems and client portals
Prepare reports, summaries, and supporting materials for client requests
Provide excellent service to maintain a positive reputation for the business
Support issue resolution by researching account information and escalating items when necessary
Flexible and ability to prioritize workload according to deadlines and client needs
Driven to improve quality of the business through work efforts
Qualification
Required
Ability to work effectively in a fast-paced, deadline-driven environment
Excellent written and verbal communication skills
Problem solving and conflict resolution capabilities
At least 3 years of experience in administrative, customer service, collections, or financial services
Intermediate experience with MS Office products, primarily: Outlook, Excel, PowerPoint and Word
High school diploma or equivalent required
Preferred
Prior experience in collections, financial services, or a related industry is preferred but not required
Company
Phillips & Cohen Associates, Ltd.
Phillips & Cohen Associates is a financial services company providing debt management and bankruptcy solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
A
Adam S. Cohen
Executive Chairman
Company data provided by crunchbase