Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

Keep management systems up-to-date with client information

Educate clients on account services and capabilities, as well as assisting with onboarding of new clients.

Help with the preparation of reports and other materials for client meetings.

Collect the right documentation for opening new accounts and service requests.

Plan team marketing events and maintain marketing materials.