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Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary of Role:
The Operations Associate is responsible for ensuring the day-to-day data integrity for client accounts and providing support to the advisory staff on client data-related issues.
****Candidate selected, will be required to attend the office 5x per week****
Essential Duties and Responsibilities:
Knowledge, Skills, and/or Abilities:
Education and/or Experience:
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
Full Time
$57k-75k (estimate)
03/15/2024
08/21/2024
careersinc-pr.com
BIRMINGHAM, ENGLAND
100 - 200
2005
MUKESH PATEL
$5M - $10M
The job skills required for Client Service Associate (In Office) include Scheduling, Commitment, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate (In Office). 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 (In Office). 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 (In Office) positions, which can be used as a reference in future career path planning. As a Client Service Associate (In Office), 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 (In Office). You can explore the career advancement for a Client Service Associate (In Office) 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.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Understand Clients' business to predict their needs and provide appropriate solutions.
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Processes and follows up on client documentation for proper maintenance of accounts.
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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.
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Develop an ability to communicate effectively with clients, managers and other associates.
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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.