Client Services Associate

Client Services Associate

Title: Client Services Associate

Location: Pottstown, PA | Onsite | Full-Time

Job Type: Full-Time

We are seeking a dedicated and professional Client Services Associate to join our dynamic team. This role involves providing exceptional support to clients, managing service requests, and ensuring client satisfaction within a fast‑paced financial services environment. The ideal candidate will possess strong communication skills, analytical abilities, and familiarity with Salesforce to effectively serve our clients and contribute to organisational success.

• Act as the primary point of contact for clients, addressing enquiries promptly and professionally
• Manage client accounts using Salesforce, ensuring all information is accurate and up-to-date
• Assist clients with service requests, account updates, and troubleshooting issues related to financial products
• Analyse client data to identify trends, opportunities for improvement, and potential risks
• Collaborate with internal teams to facilitate seamless service delivery and resolve client concerns efficiently
• Maintain comprehensive records of interactions and transactions in accordance with company policies
• Support the onboarding of new clients by providing detailed information and guidance throughout the process

• Proven experience in a client‑facing role within US Staffing industry
• Proficiency in Salesforce or similar Customer Relationship Management (CRM) systems
• Excellent communication skills, both written and verbal, with an ability to explain complex concepts clearly
• Strong analysis skills with the ability to interpret data and generate actionable insights
• Organised, detail‑oriented, and capable of managing multiple priorities simultaneously
• Demonstrated ability to work collaboratively within a team environment whilst maintaining a high level of professionalism

This position offers an excellent opportunity for individuals eager to develop their career in client services within the financial sector. We value proactive problem‑solvers who are committed to delivering outstanding service and fostering long‑term client relationships.