Client Account Representative

A company is looking for a Client Account Representative who is solution-oriented and organized, serving as a primary point of contact for clients.

Key Responsibilities

Ensure client retention and loyalty by providing excellent client service through proactive contact and prompt responses

Oversee the accurate maintenance of client records and compliance with legal and regulatory requirements

Collaborate with internal departments to ensure timely and correct handling of reporting, transactions, and data processing

Required Qualifications

Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent 5+ years' experience

1-2 years' experience in financial services, philanthropic industry, or trust administration preferred

Strong time management skills with the ability to prioritize work effectively

Flexibility to shift priorities and contribute to team and company goals

Strong business ethics and personal integrity