Customer Service Representative
Big Money Retirement Solutions, Greenville, South Carolina, us, 29610
Overview
The Client Success Associate (CSA) is an integral part of the Blueprint, ensuring that all client success operations run smoothly and efficiently. This role embodies our core values— intentional, inspirational, disciplined, accountable, results-oriented, and transparent —by executing tasks delegated by the Success Advisor or Lead Advisor, maintaining operational accuracy, and supporting an exceptional client experience. The CSA ensures that client needs are met promptly, workflows are organized and accurate, and the client experience is seamless from initial contact through follow-up.
Responsibilities
Execute tasks delegated by the Success Advisor or Lead Advisor, maintaining operational accuracy and supporting an exceptional client experience. Ensure client needs are met promptly, workflows are organized and accurate, and the client experience is seamless from initial contact through follow-up.
Location & Schedule
This role is 100% in the office, Monday through Friday, 8 am - 5 pm. We are looking for CSAs at our Greenville, Simpsonville, and Charleston, SC locations.
Compensation
Compensation:
$50,000
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The Client Success Associate (CSA) is an integral part of the Blueprint, ensuring that all client success operations run smoothly and efficiently. This role embodies our core values— intentional, inspirational, disciplined, accountable, results-oriented, and transparent —by executing tasks delegated by the Success Advisor or Lead Advisor, maintaining operational accuracy, and supporting an exceptional client experience. The CSA ensures that client needs are met promptly, workflows are organized and accurate, and the client experience is seamless from initial contact through follow-up.
Responsibilities
Execute tasks delegated by the Success Advisor or Lead Advisor, maintaining operational accuracy and supporting an exceptional client experience. Ensure client needs are met promptly, workflows are organized and accurate, and the client experience is seamless from initial contact through follow-up.
Location & Schedule
This role is 100% in the office, Monday through Friday, 8 am - 5 pm. We are looking for CSAs at our Greenville, Simpsonville, and Charleston, SC locations.
Compensation
Compensation:
$50,000
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