5 Client Service Associate Jobs in Helena, MT
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Boutique Recruiting is Hiring a Client Service Associate Near Helena, MT
A renowned financial services firm in Helena, MT is searching for a versatile and proactive Client Service Associate to join their team! In this role, you will be responsible for supporting Financial Advisors by providing essential administrative support for things such as scheduling appointments, opening new accounts, and following up to ensure client service models are met.
The position comes with a full benefits package, and you will enjoy working with a management team that is easy-going and fosters a supportive work atmosphere, where your professional goals are valued.
This client-facing role is an excellent opportunity to gain exposure to the financial services industry while developing new skills that will help advance your career!
Pay Range : $47, 840 - $54, 080 DOE
Responsibilities :
- Support the team in managing and tracking client interactions and transactions
- Field incoming phone calls
- Call clients and schedule meetings
- Assist with paperwork for about 700-800 households
- Perform data entry using Microsoft Dynamics 365 CRM
- Facilitate paperless and automated processes for opening accounts
- Work closely with annuity companies and help in processing advisor transactions
- Ensure compliance with deadlines and assist in managing the team's extensive book of business
- Provide other support services for clients and advisors as needed
Requirements :
- 2 years of office administrative / management experience in a fast-paced environment
- Bachelor's degree required for candidates without financial services experience
- Must be willing to obtain SIE, Series 7, and 66 licenses within a specified timeframe (if not already licensed)
- Strong multitasking abilities, detail-oriented, proactive, and driven
- Excellent communication skills, both written and verbal
- Experience in financial services or related industries is preferred
- Active involvement in the Helena community is preferred
- Experience with Microsoft Dynamics 365 CRM is a plus
Benefits :
- Medical, Dental, and Vision insurance
- 401k and ESOP contributions
- Generous sick, vacation, and maternity / paternity leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Supportive work environment
If you love working with people and have a passion for finance,
Job Summary
Full Time
Business Services
$45k-59k (estimate)
04/05/2024
05/31/2024
boutiquerecruiting.com
SAN DIEGO, CA
25 - 50
2014
INNESA ZAVULUNOVA
<$5M
Business Services
Related Companies
The job skills required for Client Service Associate include Client Service, Communication Skills, Financial Services, Data Entry, CRM, Administrative Support, 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.
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