6 Client Service Associate Jobs in Spring, FL
Campbell & Company, Wealth Advisors, and Certified Public Accountants is Hiring a Client Service Associate Near Spring, FL
We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting our clients and financial advisors, ensuring that their needs are met with professionalism and efficiency.
Responsibilities:
- Protect and Guide our Clients in Retirement Planning.
- Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and providing support via phone, email, and in-person meetings.
- Assist clients with account opening, maintenance, and account-related transactions, ensuring accuracy and compliance with regulatory requirements.
- Coordinate with financial advisors to gather necessary information and documentation for client meetings and presentations.
- Prepare and distribute client reports, presentations, and other materials as needed.
- Proactively communicate with clients to provide updates on account activity, market trends, and other relevant information.
- Conduct research and analysis to address client inquiries and support financial planning efforts.
- Maintain accurate and up-to-date client records in our CRM system and other databases.
- Collaborate with internal teams to streamline processes, improve efficiency, and enhance the client experience.
- Adhere to all regulatory requirements and company policies related to client interactions and confidentiality.
Qualifications:
- Minimum 3 years of experience in financial services, client relations, or a similar role.
- Strong interpersonal skills and a commitment to providing exceptional customer service.
- Excellent communication skills, both verbal and written.
- Detail-oriented with strong organizational and time management abilities.
- Ability to multitask and prioritize tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite and CRM software.
- Knowledge of financial products, investment strategies, and industry regulations is preferred.
- Series 65 and/or Florida Insurance License 2-15 a plus, or willingness to obtain within a specified timeframe.
- Health care reimbursement available, 401(k) w/ safe harbor match, Short-term & Long-term Disability, Life Insurance, PTO, Paid Holidays, Goal Bonuses,
Job Summary
Full Time
$40k-51k (estimate)
04/10/2024
07/02/2024
The job skills required for Client Service Associate include Client Service, Microsoft Office, Communication Skills, Time Management, Financial Services, Wealth Management, 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.
Similar Jobs
Popular Articles
