Enhance participant experiences as a Client Service Associate focusing on customer inquiries and requests. In this hands-on role, you'll engage clients effectively using your banking expertise and exceptional communication skills.

Join a dynamic banking environment where you will respond to client inquiries, manage data accuracy, and process audit requests. This position requires 1-2 years of customer service experience, with robust organization and detail orientation. You will work collaboratively with team members and management to ensure a seamless client journey.

Key Responsibilities:
• Assist clients with inquiries via phone and email
• Track client requests using Customer Service Management System




• Ensure data accuracy for all client information
• Process audit confirmation requests promptly
• Support team members with various duties

Requirements:
• Associates Degree or higher required
• 1-2 years of customer service experience preferred
• Proficiency in Outlook and Excel required
• Strong communication skills for client interactions
• Must work effectively in a team-oriented environment

Utilize your interpersonal skills and banking knowledge to elevate client service in this engaging role.
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📌 Client Service Associate in Banking (Ontario)
🏢 PTMA Financial Solutions
📍 Ontario