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 energetic 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 strong 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.

📌 Client Service Associate in Banking (Quinte West)
🏢 PTMA Financial Solutions
📍 Quinte West