21 Client Service Associate Jobs in Tulsa, OK
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Capital Advisors is Hiring a Client Service Associate Near Tulsa, OK
Location: 2222 S Utica Place, Tulsa, OK 74114 (in person)
Schedule: 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday
Benefits: Annual bonus program, generous and flexible PTO, 90% employer paid medical insurance, 401k match with 100% vestment, employee stock ownership plan, employer paid life insurance
Purpose Of The Client Service Associate PositionClient Service Associates are primarily responsible for collaborating with Client Service Specialists in the onboarding and maintenance of client relationships. The Client Service Associate is responsible for processes and workflows that make the client experience more accurate and efficient.
Principal Accountabilities Of a Client Service Associate
- New client onboarding processes and follow up
- Coordinate with Client Service Specialists and Financial Custodian on new account and account maintenance paperwork
- Follow processes and workflows in customer relationship management software for all client service-related issues
- Collaborate with Client Service team to enhance the client experience
Requirements And Qualifications For The Client Service Associate Position
- Bachelor's Degree preferred, not required
- FINRA license Series 65 preferred, not required
See relevant disclosures here: https://www.capitaladv.com/disclosures/
Job Summary
Full Time
$57k-75k (estimate)
05/16/2024
05/31/2024
capitaladvisors.com
CHARLOTTE, NC
25 - 50
1991
BEN CAMPBELL
$5M - $10M
Related Companies
About Capital Advisors
Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies. Drawing upon more than a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele. Capital Advisors Group manages customized separately managed accounts (SMAs) that seek to protect pri...ncipal and maximize risk-adjusted returns within the context of each clients investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ money market fund research; CounterpartyIQ aggregation and credit analysis of counterparty exposures; risk assessment on short-term fixed income securities and portfolios; and independent debt finance consulting services. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
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The job skills required for Client Service Associate include Client Service, Wealth Management, Client Relationship, Onboarding, 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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