Remote Client Relations Assistant

American Financial Group is seeking a dedicated and driven Remote Client Relations Assistant to join our team in San Antonio, Texas. This part-time entry-level position offers the opportunity to work remotely and assist with client relations for our financial services company.

Responsibilities: 1. Communicate with clients via phone, email, and online platforms to address inquiries, provide information, and ensure satisfaction with our services. 2. Coordinate client appointments, schedule meetings, and assist with follow-up communications. 3. Assist with client account maintenance and data entry tasks in our CRM system. 4. Conduct research and analysis on client needs and preferences to support the development of customized financial solutions. 5. Collaborate with team members to develop and implement client engagement strategies. 6. Provide administrative support as needed, including creating reports, managing documents, and organizing client information. 7. Assist with special projects and initiatives to improve client relations and overall business performance.

Requirements: 1. Strong communication skills and a customer-focused approach to building relationships. 2. Ability to work independently and collaboratively in a fast-paced, remote work environment. 3. Excellent organizational skills and attention to detail for managing client information and appointments. 4. Proficiency in Microsoft Office suite and other software tools for data entry and analysis. 5. Ability to adapt to changing priorities and multitask effectively to meet deadlines. 6. Interest in financial services industry and willingness to learn about investment products and services. 7. Bachelor's degree in business, finance, or related field is preferred but not required.

Personality Traits: Dedicated, Driven Soft Skills: Analysis, Planning

Benefits: - Company transportation for required in-person meetings or events - Employee discounts on financial products and services - Company-provided equipment for remote work

Working Environment: At American Financial Group, we embrace a culture that challenges norms and encourages bold thinking. Our team values innovation, diversity, and collaboration to deliver exceptional service to our clients and drive success in the financial industry.

Equal Opportunity Statement: American Financial Group is an equal opportunity employer and is committed to promoting a diverse and inclusive workplace. We welcome applicants from all backgrounds and strive to create a supportive environment where all employees can thrive and contribute their unique perspectives.

Deadline to apply: 2024-05-22

Join us at American Financial Group and help us provide top-notch client relations support as a Remote Client Relations Assistant in beautiful San Antonio, Texas! Apply today!

How to apply:

Apply on GrabJobs and you will be notified if shortlisted for the job.