10 Client Service Associate (Wealth Management) Jobs in Rockville, MD
Continuum Advantage is Hiring a Client Service Associate (Wealth Management) Near Rockville, MD
- Provide exceptional customer service through positive client interaction; exceed the client’s overall expectations of customer service
- Communicate with clients in-person, over the phone, and written/electronically in a friendly and professional manner
- Ensure all client needs are promptly and accurately addressed; answer initial questions from prospective or new clients
- Prepare paperwork and materials for client meetings and following up with clients as needed
- Create and maintain client files, prepare client forms and reports from rough draft and originating correspondence as requested
- Service accounts as requested, including opening new accounts, processing transfers, preparing deposits, and scanning incoming checks
- Bachelor’s degree in a related field required
- Proficiency in Microsoft Office required
- Experience within financial services or wealth management preferred
- FINRA Series 7/66 a plus
- Excellent oral and written communication skills; well-spoken both on the phone and in-person
- Exceptional customer service skills; maintaining a courteous, friendly, and professional demeanor at all times
- Outstanding organizational skills and meticulous attention to detail
- Self-motivated with the ability to both take initiative and to work under direction
- Intermediate- to advanced-level computer skills; ability and willingness to learn and effectively utilize new technologies as required
- $50,000-75,000 annually, depending on experience and qualifications
- 401(k) with a 6% safe harbor match and profit share
- Free gym access
- A team that treats employees and clients like family!
Job Summary
Full Time
$45k-57k (estimate)
07/21/2023
05/23/2024
continuumadvantage.com
Waukee, IA
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The job skills required for Client Service Associate (Wealth Management) include Customer Service, Initiative, Written Communication, Microsoft Office, Attention to Detail, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate (Wealth Management). 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 (Wealth Management). 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 (Wealth Management) positions, which can be used as a reference in future career path planning. As a Client Service Associate (Wealth Management), 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 (Wealth Management). You can explore the career advancement for a Client Service Associate (Wealth Management) 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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