Are you ready to make an impact and build lasting connections in the financial services industry? As a Client Relationship Associate, you’ll be at the heart of meaningful client interactions, providing essential guidance and support. You'll join a collaborative and mission-driven environment where integrity, growth, and client success are key. If you’re passionate about delivering exceptional service, this role is for you!

IMPORTANT : This is a HYBRID role, combining work from home and office presence. You MUST live within 25 miles of our Malvern/Paoli, PA office.

• Work From Home on Mondays and Fridays, Tuesday thru Thursday in office.

Responsibilities:

• Take inbound calls, responding to client requests, resolving general account issues and providing digital assistance
• Provide exceptional client service through interpersonal and client relationship management (CRM) skills
• Serve as the initial point of contact for clients; following standardized procedures to meet client needs
• Document client and team feedback in support of service improvement efforts within the business
• Use consultative approach to position products and services to clients

This job is for you if you:

• Have a passion for helping others and being able to demonstrate patience, care, professionalism, and dedication to servicing client’s needs
• Have strong verbal/written communication skills to relay complex information that can easily be understood
• Are self-sufficient and able to utilize multiple resources to find answers and resolutions independently while meeting department efficiency metrics
• Want to be part of a team that’s motivated by helping others and serving the best interests of our clients
• Like to work in a professional environment that stresses respect and teamwork

What you'll have:

• High School Diploma, Associate or Bachelor preferred
• 2+ year customer service/insurance related experience
• Wired Internet - requires an internet speed test that meets 40 Mbps download speed and at least 30 Mbps upload speed
• Great Problem Resolution and Time Management skills
• Tech-Savvy

INTERESTED IN LEARNING MORE? APPLY NOW!!

Thanks for your interest in working with Randstad, the world's largest staffing company!