A client relations associate works closely with clients to ensure their satisfaction, making sure clients' needs are being met in a timely and satisfactory manner. In addition, they also help manage team projects, review company protocols, and assist their company in client acquisition. A customer relations associate is often tasked with writing reports and giving updates to not only clients, but to their supervisors as well. Proficiency in multitasking is essential for success, as each day requires managing a number of responsibilities for various clients and company projects.
Client Relations Associate Tasks
Maintain quality relationships with clients, remaining available to offer support.
Manage all client account opening, transferring, and closing processes, ensuring that procedures are followed correctly.
Analyze client questions and concerns, escalating problems to appropriate teams and handling service problems to the satisfaction of the client.