Client Account Representative

A company is looking for a Client Account Representative who is solution-oriented and organized, serving as a primary point of contact for clients.

Key Responsibilities

Ensure client retention and loyalty by providing excellent client service through proactive contact and prompt responses

Oversee the accurate maintenance of client records and compliance with legal requirements

Collaborate with internal departments to ensure timely and correct handling of reporting and financial transactions

Required Qualifications

Bachelor's degree in Business, Finance, Accounting, or related field required, or equivalent 5+ years' experience

1-2 years' experience in financial services, philanthropic industry, or trust administration preferred

Strong business ethics and personal integrity

Flexibility and agility to shift priorities and contribute to team goals

Fluent in Microsoft Office Suite