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Client Relations Associate
Client Relations AssociateVirtualVocations • Fullerton, California, United States
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Client Relations Associate

Client Relations Associate

VirtualVocations • Fullerton, California, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Client Relations Associate (Remote).

Key Responsibilities

Respond to prospective clients across multiple communication channels

Guide agents through the application and documentation submission process

Review incoming documents for completeness and prepare files for approval

Required Qualifications

Experience in client success, sales, operations management, or account management

Working knowledge of CRM systems; Salesforce experience is a plus

Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus

Highly organized with the ability to manage multiple deadlines

Professional, proactive, and accountable demeanor

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Client Relations Associate • Fullerton, California, United States

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