Hybrid Client Success Lead — Finance Services

CyberCoders; Seattle (WA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

CyberCoders is seeking a Senior Client Service Associate in Seattle for a hybrid role focused on delivering high-quality client service and building strong client relationships. You will support internal teams, streamline processes, and help retain clients through proactive service and effective communication.

The ideal candidate has a Bachelor's degree and at least 3 years in client service within financial services, with strong problem-solving and CRM/microsoft office proficiency.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• Minimum of 3 years of experience in client service or customer support roles, preferably in the financial services industry.
• Strong problem-solving skills and the ability to think critically.
• Excellent communication skills, both written and verbal, with a strong emphasis on relationship management.
• Demonstrated ability to work effectively in a team environment and collaborate with cross-functional teams.
• Proficient in Microsoft Office Suite and CRM software; experience with data entry and client management systems is a plus.
• Strong organizational and time management skills, with the ability to prioritize tasks effectively.

Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and resolving issues in a timely manner.
• Manage client relationships to ensure satisfaction and retention, providing personalized service as needed.
• Collaborate with internal teams to streamline processes and improve service delivery.
• Perform data entry and maintain accurate client records in CRM software.
• Develop and implement strategies for client retention and account management.
• Utilize Microsoft Office Suite to prepare reports and presentations for clients and management.
• Participate in training and mentoring junior team members to enhance overall team performance.

Skills

Client relationship management

CRM software

Microsoft Office

Communication skills

Team collaboration

Problem solving

Time management

Education

Bachelor's degree in Business, Finance, or related field

Tools

CRM software

Microsoft Office Suite

Job description

CyberCoders is seeking a Senior Client Service Associate in Seattle for a hybrid role focused on delivering high-quality client service and building strong client relationships. You will support internal teams, streamline processes, and help retain clients through proactive service and effective communication.

The ideal candidate has a Bachelor's degree and at least 3 years in client service within financial services, with strong problem-solving and CRM/microsoft office proficiency.