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Client Service Associate
Full Time | Investment Management 8 Months Ago
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Financial Independence Group Inc is Hiring a Client Service Associate Near Annapolis, MD

Description

Description: 

A Financial Services Firm is seeking an experienced Client Service Associate to join our existing team in Annapolis, MD, They serve a wide array of clients with the highest levels of financial fiduciary excellence.

Duties and responsibilities:

  • Build and maintain relationships to achieve highest level of service
  • Serve as the primary contact between the branch office, multiple custodial platforms, and internal operations group
  • Establish client accounts on various custodial platforms, service client accounts including money movement, and maintain and organize client files and records to comply with the requirements of all FINRA and SEC regulations
  • Support advisor business development efforts to drive profitable growth
  • Produce quality, client-ready reports using various software programs and track progress of projects and deadlines
  • Manage office responsibilities by prioritizing daily work including answer phones, client mailings, operational duties and team support
  • Assist in promotion and production of marketing events
  • Other duties as requested

We offer:

  • Offers competitive compensation, paid time off, medical, dental, vision and life insurance, health savings account, flexible spending account, short and long term disability and employer contributions to 401(k)
  • Salary commensurate with experience

Requirements

  • Education: Bachelor’s Degree Preferred, Series 7 and Series 66 (or 63 and 65) licenses Preferred
  • Experience: Minimum of 2 years’ experience in the financial industry
  • Knowledge and Skills: Effective organizational and communication skills, knowledge of Microsoft Office products with a preferred working knowledge of Fidelity (Wealthscape) platform.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

POST DATE

07/31/2022

EXPIRATION DATE

11/30/2022

WEBSITE

figmarketing.com

HEADQUARTERS

SAN ANTONIO, TX

SIZE

25 - 50

FOUNDED

1976

TYPE

Private

CEO

JAMES HIRD

REVENUE

$5M - $10M

INDUSTRY

Investment Management

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The job skills required for Client Service Associate include Client Service, Microsoft Office, Communication Skills, Financial Services, 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.

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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.

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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.

Butler University
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