The client services associate position may be found in a number of work environments. For example, many financial services firms hire client services associates, but employers can range from early childhood education institutes to wholesale and retail companies. As such, the job description can vary somewhat, but the primary goal is generally the same: ensure excellent service to the company’s clients.
Client Services Associate Tasks
Assist with meeting and event planning for established and new clients.
Assemble documentation like services offered, policy or product summaries, presentations, etc. for clients and internal teams.
Coordinate information flow from client through the organization and back to the client.
Create, develop, and maintain client files and ensure questions are routed to the appropriate team member.