26 Client Service Associate Jobs in Fort Lauderdale, FL
Continuum Advantage is Hiring a Client Service Associate Near Fort Lauderdale, FL
- Ensuring all client needs are promptly and accurately addressed; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
- Responsible for accurately answering initial questions from perspective or new clients
- Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
- Provide exceptional customer service through positive client interaction; exceed the client’s overall expectations of customer service and exhibit a high level of professionalism and confidentiality of client information
- Support the Managing Principal and Lead Relationship Manager with a variety of administrative tasks, including preparing materials for client meetings and managing multiple high-priority tasks
- Create and maintain client files, prepare client forms and reports from rough draft and originating correspondence as requested
- Create and close accounts; add power of attorney and trading authority as applicable, link life insurance and annuity accounts, complete client registrations and proactively address and follow-through on client service requests
- Bachelor or Associates degree preferred
- 5 years minimum experience as a Client Service Associate required, with experience on a high net worth financial advisor team highly preferred
- FINRA Series 7, 63, 65, or 66 preferred
- Extraordinary customer service skills and presence while possessing a positive attitude through all client interactions
- Excellent oral, written, and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
- Outstanding planning and organizational skills; an efficient multi-tasker and deadline-focused
- Possesses strong work ethics and high standards; determined to do whatever is necessary to support the team and serve clients
- Ability to remain energetic, motivated, and collaborative while working under pressure in a dynamic and complex environment
- Ability to prioritize work, meet deadlines, and achieve goals; adapts to change in the work environment, manages competing demands and multiple interruptions
- Intermediate- to advanced-level computer skills; ability and willingness to learn and effectively utilize new technologies as requested and required
- Competitive compensation
- Leading benefits package to include Medical, Dental, and Vision
- 401(k) safe harbor non-elective 3% contribution
Jeffrey Fratarcangeli, Managing Principal, has been in the financial services industry since 1994, building his book through the years and starting his independent practice through Wells Fargo Advisors Financial Network in March 2014. Jeff has built a team that is committed to the highest standards of client service. He and his team are dedicated to earning each client’s trust by providing sound investment advice, with a professional and personalized approach.
Fratarcangeli Wealth Management oversees wealth for people who do not have the time, information, or resources to manage it effectively themselves. Their clients are high net worth families, celebrities, athletes, business owners, corporate executives, retirees, and small to large companies that want to benefit from goal-oriented investment planning. This team focuses on building long-term relationships, not individual transactions.
Job Summary
Full Time
$63k-82k (estimate)
06/21/2023
05/22/2024
continuumadvantage.com
Waukee, IA
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The job skills required for Client Service Associate include Client Service, Customer Service, Confidentiality, Wealth Management, Life Insurance, 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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