Job DescriptionWe are seeking a Client Service Associate to join our growing team in Madison, WI. This position plays a crucial role in supporting client relationships, ensuring exceptional service, and facilitating efficient communication between our firm and clients. The ideal candidate is detail-oriented, professional, and capable of multitasking in a fast-paced environment.ResponsibilitiesServe as a primary point of contact for client inquiries and service needsMaintain and strengthen relationships with existing clientsCoordinate meetings, calls, and correspondence between clients and consultantsProcess documentation, prepare reports, and manage client recordsTrack client service issues and follow up on resolutions in a timely mannerEnsure compliance with company policies and confidentiality requirementsSupport internal teams with client data and updates when needed
