Financial Client Services Manager

The Nagler Group
Mansfield, MA, United States
Full-time

$55-60K

Mansfield onsite

Client Services Responsibilities :

  • Ensuring a positive and professional client service experience.
  • Managing client inquiries via phone, email, online, or in person.
  • Directing client complaints or complex queries to relevant departments in a timely manner.
  • Providing clients with technical assistance on products and services.
  • Expediting serious issues to management toward prompt resolution.
  • Building positive client relations by checking in regularly and following up on active processes.
  • Maintaining client records and documenting processes.
  • Identifying potential client services concerns and facilitating proactive intervention steps.
  • Keeping track of new products on offer, as well as emerging trends in client services.
  • Recommending product improvements based on client services feedback.
  • 14 days ago
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