Client Service Associate

Job Description

Brick and Mortar is looking for a Client Service Associate. We seek a career-oriented individual that can thrive in a collaborative environment and enjoys the challenges of providing exceptional service to our clients. Duties are varied and can include: preparation for client review meetings, responding to client inquiries, meeting follows up, and maintaining and updating client files.

Salary range: $57000 - $67000 per year.

• Exercise discretion by pricing and quoting client estimates to win new projects while maintaining standard profit margins.

• Greet and service clients in a professional and friendly manner while developing positive client relationships.

• Prioritize and organize the workflow and collaborate with all facets of the operation and administration of client accounts.

• Collaborate with the sales, design, procurement, and construction teams to improve workflows.

• Conduct outreach to maintain strong relationships with the client base and identify services and solutions, such as digital, and online access, and that support clients’ needs.

• Onboard new client accounts, which includes the collection of required documentation and client information

• Process new accounts by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved.

Qualifications

• Previous customer or client service work or related experience preferred.

• Strong written and verbal communication skills.

• Detail-oriented with the ability to line up and organize workflow.

• Able to accomplish a variety of tasks in an efficient, organized manner.

• Ability to multi-task, manage through conflict and use priority setting to accomplish goals required.

Additional Information

All your information will be kept confidential according to EEO guidelines.