Client Services Associate
Etech
- San Antonio, Colorado, United States
- San Antonio, Colorado, United States
Über
401(k) Health, dental, and vision insurance Life insurance Employee assistance program Paid time off Paid training Professional development assistance Tuition reimbursement Referral program
What You'll Do
Serve as the primary liaison for high-net-worth clients, ensuring every interaction is handled with professionalism, warmth, and attention to detail. Manage and maintain client accounts through CRM platforms such as Salesforce, tracking preferences, service history, and follow-up actions. Provide personalized guidance and tailored recommendations to enhance each client's experience with our luxury offerings. Maintain thorough and accurate records of all client interactions and transactions to support ongoing relationship development. Partner with the sales team to identify upselling and cross-selling opportunities that align with client needs and expectations.
What You Bring
1+ year of customer service experience (required). Proven background in account management within luxury or financial services sectors. Proficiency with Salesforce or similar CRM platforms; familiarity with SaaS tools is a plus. Strong sales instincts balanced with a genuinely client-first mindset. Outstanding verbal and written communication skills with the ability to build lasting rapport. Analytical thinking with the ability to leverage client data to improve service and engagement strategies. A solid understanding of luxury brand marketing and high-end client engagement principles.
Education
High school diploma or equivalent (Required)
Sprachkenntnisse
- English
Hinweis für Nutzer
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