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Legacy Financial Group
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Client Service Associate
COGENCY GLOBAL Des Moines, IA
$51k-67k (estimate)
Full Time | Business Services 7 Months Ago
Save

COGENCY GLOBAL is Hiring a Client Service Associate Near Des Moines, IA

Cogency Global Inc.

THE RIGHT RESPONSE

AT THE RIGHT TIME

EVERY TIME

Client Service Associate

Des Moines, IA

Benefits Offered:

401K, Dental, Life, Medical, Vision

Employment Type:

Full-Time

Hours:

9:00 am - 5:00 pm

Are you looking for a company committed to integrity, fairness, and fun? Are you in search of a corporate culture that fosters career development and values work-life balance? Would you like to be a part of a fantastic, growing Los Angeles team? If you answered yes to these questions, then we have a position you should apply for!

We are a nationwide corporate service/registered agent provider and have an excellent opportunity for a professional with administrative and/or legal experience.

The candidate will provide customer service for our law firm and entity clients. This will include, reviewing documents, entering and processing requests, performing research and answering questions, updating company records and providing order results to clients on a short turnaround. You will utilize proprietary processing software, obtain documents or arrange for their filing, report results and add related charges to the order.

Successful candidate must have excellent keyboard skills and good knowledge of Microsoft Office products. A bachelors' degree or 2 years of related experience in an office involved with legal or corporate legal services transactions is required. The ideal candidate must have a genuine interest in the legal field and be eager to learn. Excellent customer service skills, and strong computer and research skills are required. The candidate should be well organized and detail-oriented, with excellent written and verbal communication skills. You must be able to multi-task effectively, work to high standards of quality and be a team player.

Essential Duties and Responsibilities:

· Greeting and assisting all incoming delivery personnel.

· Receiving inbound calls and making customer calls.

· Processing and distributing all mail and Service of Process.

· Driving to the SOS office daily, to deliver documents.

· Directly contacting internal and external clients – processing orders, resolving any issues, providing excellent customer service.

· Reviewing legal documentation with great attention to detail.

· Guiding clients through the process of working with state and local public offices

· Retrieving documents from various online state agency databases.

· Working with public offices and commercial agents on the client's behalf.

· Navigating between multiple databases quickly and accurately.

  • Energetic self-starter who thrives in a fast-paced, team-oriented environment.
  • The ability to multitask with a strong attention to detail and accuracy.
  • Demonstrated ability to manage multiple projects simultaneously.
  • Strong prioritization and time management skills, as well as problem solving skills.
  • Ability to work independently with a minimum amount of oversight.
  • Strong computer skills with the ability to integrate information from multiple sources quickly and accurately.
  • Excellent verbal and written communication skills.
  • Excellent customer service skills.
  • Proficient in Microsoft Office programs (especially Word, Excel and Outlook software).

Together, we live our Core Values

Integrity: Doing the right thing even when no one will know and walking the talk

Fairness: We have an open-door policy with access to all including the CEO at any time in a friendly and collaborative environment

Fun: We believe in a fun work environment and have many team events that support the ‘fun’ culture

No Lay Off Strategy: We believe loyalty must go first from management to staff and we are proud of this unique strategy

...and to further support our staff, we offer:

· Relaxed and Casual dress code for Summer months & Fridays

· Educational assistance program for all of our eligible staff members

· Continuous Learning is encouraged through our Quarterly New Hire Seminars & Knowledge Sharing sessions

· An Organization that gives back to Society – We offer Paid community service days to all our eligible staff members.

· A commitment to diversity & inclusion

· 401k up to 5% price match, Access to FSA.

Job Type: Full-time

Pay: $45,000.00 - $47,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Experience:

  • Legal: 2 years (Preferred)
  • Customer service: 2 years (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$51k-67k (estimate)

POST DATE

10/13/2023

EXPIRATION DATE

06/29/2024

WEBSITE

cogencyglobal.com

HEADQUARTERS

NEW YORK, NY

SIZE

100 - 200

FOUNDED

1980

TYPE

Private

CEO

BRUCE JACOBI

REVENUE

$10M - $50M

INDUSTRY

Business Services

Show more

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The job skills required for Client Service Associate include Client Service, Customer Service, Written Communication, Microsoft Office, Planning, Problem Solving, 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.

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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.

Edelman Financial Engines
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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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