6 Client Service Associate Jobs in Hermitage, PA
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GemHarvest is Hiring a Client Service Associate Near Hermitage, PA
Client Services Associate - Hybrid
2B Independent Wealth Management Firm
Hermitage, PA
Overview
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Services Associate to support Clients and Advisors by taking initiative in Client Services.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients
- Participate in the growth of a growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Strong culture of teamwork, work life balance and personal and professional development
- Compensation package including benefits and bonuses
Requirements
- Bachelor’s Degree
- 2 years experience in Client Services with a Broker Dealer or RIA
- Track record of professionalism, adaptability, attention to detail, and time management
Job Type: Full-time
Salary: $45,000.00 - $62,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Work setting:
- Hybrid work
- Office
Education:
- Bachelor's (Required)
Experience:
- Financial services: 2 years (Required)
Ability to Relocate:
- Hermitage, PA 16148: Relocate before starting work (Required)
Work Location: Hybrid remote in Hermitage, PA 16148
Job Summary
Full Time
$47k-61k (estimate)
12/26/2023
04/23/2024
The job skills required for Client Service Associate include Client Service, Initiative, Teamwork, Attention to Detail, Time Management, Financial Services, 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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