10 Client Service Associate - H Jobs in Bellevue, WA
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CyberCoders is Hiring a Client Service Associate - H Near Bellevue, WA
Position Overview : The Client Service Associate (CSA) will provide superior customer service to clients and ensure the efficient and accurate processing of client inquiries and requests.
The CSA will work collaboratively with internal stakeholders, financial advisors, and clients to provide exceptional client service.
As part of the client service team, the CSA will provide support to the financial advisors in their daily duties and help clients navigate complex financial services.
Key Responsibilities :
- Respond to client inquiries and requests in an efficient and timely manner.
- Process account openings, transfers, and changes.
- Provide support to financial advisors, including research and analysis.
- Support the compliance process through document and data collection.
- Work closely with clients to understand their financial goals and objectives.
- Utilize SalesForce, financial planning tools and other software applications to accurately process client requests.
Qualifications :
- At least 3 years of exp.
- Bachelors degree in Finance, Business, Accounting, or related field.
- Series 7 and Series 65 licenses.
- CFP, CFA, and / or Trust / Estate Planning certification is a plus.
- Proficiency in SalesForce and other software applications.
Benefits
- 401k matching
- Individual Bonus Company Bonus
- Full Health Benefits
- Education reimbursement - CFP cert and other certs
Applicants must be authorized to work in the U.S.
Job Summary
Full Time
$59k-77k (estimate)
04/29/2024
05/21/2024
cybercoders.com
BOWIE, MD
500 - 1,000
1999
Private
MIGUEL FLORES
$50M - $200M
Related Companies
About CyberCoders
CyberCoders provides online recruitment and staffing solutions.
The job skills required for Client Service Associate - H include Client Service, Customer Service, Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate - H. 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 - H. 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 - H positions, which can be used as a reference in future career path planning. As a Client Service Associate - H, 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 - H. You can explore the career advancement for a Client Service Associate - H 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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