Client Services Associate

Financial Customer Service Representative

We are seeking a professional and detail-oriented Financial Customer Service Representative to support a growing financial services team in Del Mar. In this role, you will assist clients with questions related to insurance, financial products, account support, and general service inquiries. This is an excellent opportunity for someone with strong operational and customer support experience who wants to grow within a stable, client-focused organization.

Key Responsibilities :

Answer inbound client calls and provide accurate information regarding insurance policies, financial products, and general account needs.

Assist clients with policy updates, documentation requests, account changes, and service questions.

Navigate and update Salesforce and other internal systems to document interactions and maintain accurate records.

Provide a high level of professionalism, clarity, and support during every client interaction.

Collaborate with internal teams to resolve client concerns efficiently.

Follow compliance and confidentiality guidelines related to financial and insurance services.

Requirements :

Experience with Salesforce is required.

Previous customer service or operational support experience in financial services or insurance is highly preferred.

Strong communication and problem-solving skills.

Ability to learn new systems and processes quickly.

Professional, client-first mindset and strong attention to detail.

Ability to work onsite in Del Mar and start as soon as possible.

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