Client Servicing Associate (225-901)

The Client Servicing Associate plays a pivotal role in ensuring client satisfaction and fostering long-term alliances with the company's clientele. This role requires a strategic mindset with a keen focus on enhancing client engagement while driving product adoption and satisfaction. Acting as the primary point of contact, the Client Servicing Associate addresses clients' concerns promptly, ensuring a smooth and effective resolution process. You will be responsible for identifying opportunities to upsell or cross-sell company services based on client needs and preferences. Your ability to understand client requirements and deliver tailored solutions is key to building trust and sustaining business relationships. This position demands exceptional communication skills, proactive problem-solving abilities, and an unwavering commitment to delivering value to the clients.

Responsibilities

• Engage with clients regularly to understand their needs and objectives thoroughly.
• Manage and resolve client conflicts efficiently, ensuring client satisfaction at all times.
• Collaborate with different departments to fulfill client needs and expectations seamlessly.
• Develop and maintain excellent relationships with existing and new clients for business retention.
• Identify opportunities for upselling and cross-selling company products and services effectively.
• Prepare and present regular reports on client metrics and performance trends.
• Ensure all client interactions are recorded and tracked for future reference and analysis.
• Conduct follow-up meetings post-service delivery to gather feedback and discuss improvements.
• Communicate client issues and feedback to management to enhance service offerings.
• Coordinate client onboarding process to ensure a smooth integration with company services.
• Develop customized client strategies aimed at improving customer satisfaction and loyalty.
• Assist in the training and orientation of new clients on company policies and services.

Requirements

• Bachelor's degree in Business Administration, Marketing, or a related field is preferred.
• Proven experience in client servicing or account management for a minimum of two years.
• Strong communication and interpersonal skills to interact with diverse client bases.
• Ability to work independently and manage multiple client accounts concurrently.
• Proficiency in customer relationship management (CRM) software and related technologies.
• Excellent problem-solving skills with an ability to address client concerns swiftly.
• Analytical skills to evaluate client requirements and develop tailored service solutions.