10 client service coordinator 001348 Jobs in bethesda, md
RIA Recruiting is Hiring a Client Service Associate Near Bethesda, MD
Salary and Benefits
- The salary range will be $55K-65K, based on experience and credentials
- Participation in our Incentive Bonus plan
- 15 days PTO
- $500 monthly employer contribution toward Health insurance, as well as 100% employer paid vision and dental
- Personal and Professional Development budget of $1500/year
- Strong firm culture based on improvement and growth
- Sit in client meetings and take notes
- Draft follow up client meeting notes
- Client data maintenance and upkeep, contact clients to reconnect data links, daily download, etc
- Maintain client eMoney connections and data and troubleshoot with clients as needed
- Track and follow up on client action items after client meetings
- Update and send yearly tax letters to clients, track responses and documents requested, then update our tax software Holistiplan accordingly
- Process client service tasks that clients request and as they come in through our CRM workflows
- Help with Forms on DocuSign
- Other duties and projects as assigned
- 2 years of experience in financial services, preferably in an RIA
- Strong interpersonal skills, with the ability to work well with others remotely
- Ability to work well with a team and independently
- Excellent verbal and written communication skills
- Organized and detail oriented
- Good problem solving and time management skills
- Ability to prioritize and manage projects as well as individually assigned tasks
- NOT required, but definitely a plus - experience with Schwab, eMoney, macOS
- Be Different
- Be Transparent
- Enjoy Change
- Continue to Learn and Grow
- Be Open-Minded
- Improve the Lives of the People Around Us
- Have Fun
- Give Back
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.
We are an Equal Opportunity Employer
Job Summary
Full Time
$96k-125k (estimate)
04/28/2024
05/11/2024
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
