81 Client Service Associate Jobs in Atlanta, GA
Delta Community Credit Union is Hiring a Client Service Associate Near Atlanta, GA
Position
Client Service Associate
Job Code-5523
req5073
Atlanta (Virginia Ave)
Full Time
Job Description
Delta Community is the largest and one of the fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the following position.
- Enter data and maintain client relationship management (CRM) database in accordance with regulatory requirements
- Make follow-up phone calls, appointment reminder calls and manage mailed-in items and correspondence
- Exhibit attention to detail in the maintenance of advisor calendars and actively pursue “no-show” appointments for reschedule
- Assist in coordinating client events such as workshops, to include assembling of workshop materials, making room arrangements, ordering and/or purchasing refreshments for attendees, confirming attendance, and providing on-site support during the event.
- Follow established policies and procedures according to high standards of honesty, fairness, and integrity
- Stay current on all products/services, compliance requirements, and technology resources
- Position may offer work from home opportunities, pending specific performance and departmental needs.
Position may offer work from home opportunities, pending specific performance and departmental needs.
Job Qualifications
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
- High School diploma or equivalent
- If not completed prior to the time of employment, the successful candidate will be required to obtain the FINRA SIE license within four months of onboarding
- Maintain strict code of confidentiality, and strong research and problem -solving skills
- Working knowledge of MS Excel and MS Word
- Ability to perform well under pressure and handle multiple priorities
- Demonstrated sales skills aptitude
- Willing to travel to Atlanta-area branches and work evenings and weekends as needed
- Able to lift 50 pounds
- General knowledge of regulatory compliance necessary to successfully perform job responsibilities
- Experience with data aggregation, manipulation and contact relationship management systems
- Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulation
Preferred Qualifications:
- Bachelor's degree in Business or related field
- 2 years’ of credit union or financial services and client phone experience
- Working knowledge of Symitar
- Working knowledge and understanding of credit union and broker/dealer products, services, policies and procedures
- FINRA Series 7
- FINRA Series 66
- Life, Accident & Sickness Insurance license
- Variable Products license
- Long Term Care Certification
- CRPC® - Chartered Retirement Planning Counselor designation
- Medical, Dental and Vision Coverage
- Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
- Supplemental Insurance or Voluntary Insurance
- 401(k) Plan with Company Match
- Vacation, Holidays and Personal Time Off
- Paid Maternity and Paternity Leave
- Pre-tax Health and Dependent Care Spending Accounts
- Benefit Choice Program
- Health Reward Dollars
- Discount on Gym Reimbursement and Identity Theft Programs
- Legal Services
Job Summary
Full Time
Banking
$57k-75k (estimate)
03/09/2024
05/08/2024
deltacommunitycu.com
ALPHARETTA, GA
500 - 1,000
1940
<$5M
Banking
Related Companies
About Delta Community Credit Union
Delta Community is one of the largest financial institutions in Georgia, serving over 400,000 members. We offer a variety of traditional banking products such as deposit accounts, credit cards, home mortgages and consumer loans, as well as financial planning services, insurance and more. As a not-for-profit organization, we give back our earnings to members and the communities that we serve. Were proud to be named a "Best Place to Work" in 2015, 2016, 2017, 2018 and 2019 by the Atlanta Business Chronicle. Find more information at www.DeltaCommunityCU.com.
The job skills required for Client Service Associate include Client Service, Planning, Products and Services, Problem Solving, Confidentiality, Attention to Detail, 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.
Similar Jobs
Popular Articles
