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We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our clients and our employees. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose. Join us as we shape the future of financial well-being!
Our firm is looking for a Client Service Associate to support our advisors, our clients and our continued growth. This is a critical role in our organization. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, love organization and detail work. You have been in the business awhile and understand many, if not all, client situations, even when complex. Because of this, you are proactive and able to help clients and your advisors steer clear of landmines.
Responsibilities & Activities
Knowledge, Skills, & AbilitiesBachelor’s degree preferred
Full Time
$57k-75k (estimate)
04/11/2024
05/24/2024
talentlinksolutions.com
San Diego, CA
<25
The job skills required for Client Service Associate include Client Service, Customer Service, Initiative, Microsoft Office, Communication Skills, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
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.