Job Overview: Join our team as a Client Experience Associate where you will be responsible for providing exceptional customer service and support to our clients.

Job Details: As a Client Experience Associate, you will be the first point of contact for clients, assisting them with inquiries, resolving issues, and ensuring a positive experience with our services.

• Respond to client inquiries via phone, email, and chat.
• Resolve client issues in a timely and professional manner.
• Provide product information and support to clients.
• Ensure client satisfaction and retention.
• Collaborate with internal teams to address client needs.

• Excellent communication and interpersonal skills.
• Strong problem-solving abilities.
• Ability to work well in a fast-paced environment.
• Previous customer service experience is a plus.

• Competitive salary.
• Health insurance benefits.
• Professional development opportunities.

Other Details: This is a great opportunity for individuals interested in a client-facing role in the financial industry. Join our team in Carmichael, California and make a positive impact on our clients' experience.

We welcome applicants who are passionate about customer service and are eager to contribute to a supportive team environment. Apply now and be part of our mission to deliver exceptional service to our clients.