Client Service Associate

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day-to-day client service needs. This is an onsite position based in Fairfield County, CT.Client Service Associate’s Responsibilities And DutiesCreate and maintain new client profiles and recordsRespond to client inquiries in a professional and timely mannerPull client statements and assist with account-related documentationUtilize Salesforce to enter workflows, update records, and track activitiesCoordinate and manage heavy calendaring for the CEOSchedule internal and external meetings, including client meetingsClient Service Associate’s Qualifications And SkillsAt least 2 years of experience in an administrative, executive assistant, client service, or financial support roleStrong organizational skills with the ability to manage multiple priorities simultaneouslyExperience with Salesforce or similar CRM platformsExcellent verbal and written communication skillsAbility to work independently and anticipate needs proactivelyStrong attention to detail and problem-solving skillsProficiency with Microsoft Office Suite, including Outlook, Word, and ExcelRightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.#IND123