5 Client Services Associate Jobs in Salem, OR
Financial Freedom LLC is Hiring a Client Services Associate Near Salem, OR
Description:
Our team is actively seeking a Client Services Associate for our Salem or Newport office. Our firm is comprised of fun, compassionate, community-minded individuals who love being part of a diverse and energetic team. A successful candidate must embody our values of treating all people with respect, never compromising our integrity, delighting our clients, and embracing our team culture. The ideal candidate must also be devoted to our commitment to care deeply about our clients and their financial lives.
Responsibilities & Activities:
- Support Wealth Advisor(s) in ways that provide service to current and future clients
- Plan and prepare for client appointments, helping multiple Wealth Advisors across multiple locations
- Assist with appointment scheduling and follow-up tasks
- Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research
- Participate in client appointments, prepare/track account paperwork, and ensure a seamless onboarding process for new clients
- Build and foster stronger relationships with existing client base
- Manage client concerns and requests
Required Knowledge, Skills & Abilities:
- Minimum 1 year of clerical/administrative experience
- Minimum 1 year of customer service experience
- Excellent organizational, time management, and detail-oriented skills
- Able to handle multiple tasks
- Excellent interpersonal and communication (oral & written) skills
- Proficient with computers
Job Summary
Full Time
$38k-49k (estimate)
01/04/2024
06/26/2024
finfree.com
Salt Lake City, UT
25 - 50
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The job skills required for Client Services Associate include Client Service, Customer Service, Futures, Integrity, Time Management, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services 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 Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services 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 Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services 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 Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
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 Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
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