Client Service Associate - Council Bluffs

Only for registered members Council Bluffs, United States

1 month ago

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Job summary

This position supports TS Prosperity Group in delivering a high-quality, client-centered experience within the financial services industry. This role requires accuracy, professionalism, strong communication skills and a commitment to service excellence.

The Client Service Associate will be responsible for communication with clients via phone email or in person. They will manage incoming and outgoing communications effectively maintain accurate records of client interactions assist fiduciary officers with account tasks document outcomes prepare follow-up communicaions provide feedback surveys coordinate relationship building activities throughout the year.


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